Fulcrum Equity Partners
Growth equityAtlanta · Series B–Growth · 30 people tracked
Also known as FULCRUM EQUITY PARTNERS, INC.
Investment thesis
Fulcrum Equity Partners backs entrepreneurs building enduring businesses in technology and healthcare, drawing on its partners' extensive operating experience. The firm emphasizes providing financial runway so founders can focus on growth rather than fundraising, and offers hands-on support with recruiting from the board through senior leadership, expansion strategy via service partners, and access to its executive network. Fulcrum aims to strike a balance between input and founder autonomy, positioning its partners as engaged sounding boards and steady operators who have navigated difficult situations. The firm reports 60+ investments, 25+ successful exits, and approaching $1B in assets under management.
Source: firm website, verified Aug 25, 2026.
Team · 30 people
from the firm's website & curated
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What they invest in
from 34 of 62 portfolio companiesSaaS ×19Healthtech ×14AI & Machine Learning ×12Enterprise Software ×9Digital Health ×7Data & Infrastructure ×5Logistics & Supply Chain ×5Cybersecurity ×4
HQs:United States×26
Who they back
founder profiles across 17 portfolio companiesFounding team size:solo founder×112 founders×53 founders×1
Investments · 62 tracked
founders shown can be your intro pathBy year:2026 · 22025 · 12023 · 22021 · 12020 · 22019 · 22016 · 12015 · 213 dated
Washington, US
Board seatFrank X. Dalton· per SEC Form D · $11.4M raise · filed Aug 2021
Co-investorsOsage Venture Partners
Louisville, US
Ricardo Salas(Director)Michael Dowling(Executive Officer)Kirk Reid(Director)Sreeram Mantha(Director)Venkat Sharma(Director)Karen Ferell(Director)
Board seatJeff Muir· per SEC Form D · $1 raise · filed Nov 2020
Preparis offers a unified, cloud-based business continuity planning suite covering emergency alerts, planning, risk and business impact assessment, incident detection, and reporting.
Cloud ComputingCybersecurityEnterprise SoftwareSaaSAtlanta, US
Armistead Whitney(Executive Officer, Director)
BoardFrank X Dalton(Director)Mike Parham(Director)Melanie Bialko Leeth(Director)
Board seatFrank X. Dalton· per SEC Form D
Co-investorsAtlanta Technology AngelsLLRCollective Capital Ventures
Advantum Health provides end-to-end revenue cycle management services for healthcare organizations including hospitals, health systems, physician groups, ambulatory surgery centers, and specialty practices across the United States.
AI & Machine LearningDigital HealthHealthtechLouisville, US
Avant-garde Health provides software that gives healthcare providers detailed visibility into clinical, financial, and operational data across physicians, departments, and hospital systems to identify improvement opportunities and reduce costs.
AI & Machine LearningData & InfrastructureEnterprise SoftwareHealthtechSaaSCambrdige, US
Derek Haas(Executive Officer, Director)
BoardMatthew Rhodes-Kropf(Director)inDavid Frankel(Director)inPhilip Lewis(Director)
Co-investorsFounder CollectiveGeneral CatalystTectonic Ventures
Canvs interprets customer and audience reactions using data analysis, helping media leaders, sports organizations, and enterprise teams make data-driven decisions from feedback.
AI & Machine LearningData & InfrastructureEnterprise SoftwareMarketing Tech
Co-investors7BC Venture CapitalActivate Venture PartnersFeenix Venture Partners LLCTech Square VenturesBigfoot Capital
Tampa, US
Myrna Soto(Executive Officer, Director)Charlotte Baker(Executive Officer, Director)
BoardFrank Dalton(Director)James Douglass(Director)in
HR TechLogistics & Supply ChainSaaSCarmel, US
Jeremy Reymer(Director)inSam Bloomquist(Executive Officer, Director)Wendy Reymer(Executive Officer)
BoardChad Hooker(Director)inJames Douglass(Director)inBrent Dorfman(Executive Officer, Director)in
Dropoff provides same-day courier and delivery services for businesses, including retailers and e-commerce brands, with real-time tracking, flexible delivery options, and supply chain optimization.
Logistics & Supply ChainSaaSAustin, US
Sean Spector(Executive Officer, Director)Jason Klann(Executive Officer)
BoardPaul Bricault(Director)Christian Carollo(Director)Theodore Hong(Director)
Co-investorsBAM VenturesEastward Capital PartnersMucker CapitalNext Coast VenturesGreycroft
Feathr provides marketing and fundraising software for nonprofit organizations, combining audience insights, supporter outreach, and fundraising tools in one platform.
Impact & Social GoodMarketing TechSaaSGainesville, US
Aidan Augustin(Executive Officer, Director, Promoter)inAleksander Levental(Executive Officer, Director, Promoter)in
BoardMarco Giberti(Director)Jay Weintraub(Director)
Co-investorsMiami Angels
FieldPulse is an all-in-one field service management platform designed for residential and commercial service professionals.
Enterprise SoftwareFuture of WorkSaaS
Gabriel Pinchev(CEO & Founder)
Co-investorsCatalyst InvestorsSuperSeed Ventures
Florence operates an AI-powered trial operations platform that connects research sites with sponsors and life science organizations to run clinical trials from startup through closeout.
AI & Machine LearningDigital HealthHealthtechAtlanta, US
Ryan Jones(Executive Officer, Director)Andres Garcia(Executive Officer, Director)
BoardPeter Sobiloff(Director)Garrett Goldberg(Director)inJon Rosenbaum(Director)Jeffrey Muir(Director)in
Co-investorsBaleon CapitalBee PartnersGray VenturesBessemer Venture PartnersInsight Partners
A pharmaceutical company that markets a portfolio of drug products across various dosage forms, with labeling and packaging following FDA requirements.
Advanced ManufacturingBiotechHealthtechLogistics & Supply Chain
Rick Ryan(Executive Director and Founder, WSI)Benjamin Hall(Chief Executive Officer)David Arnold(President/Chief Operating Officer)Sonia De La Rosa(Chief Commercial Officer, Corporate Development and Strategy)
Co-investorsFrazier Healthcare PartnersNew Enterprise Associates (NEA)
Hatch is a referral management platform for specialty care practices and health systems that handle high volumes of inbound referrals.
Digital HealthHealthtechSaaS
Co-investorsPJCBDC Seed Venture FundOrion Industrial Ventures
Co-investorsA-Rod CorpAllCloudAltitude AcceleratorAmpersandBand of AngelsBlumberg Capital+7 more
Kevel provides API-based ad-serving and audience technology for retailers, marketplaces, and other commerce leaders to build and scale their own retail media networks.
AdTechAI & Machine LearningRetail TechDurham, US
James Avery(Founder & CEO)
Co-investorsCommerce VenturesFulcrumPilot Growth EquityCarnrite Ventures
Kobiton provides a mobile test automation platform with a real-device cloud, device lab management, and AI-driven tools that generate Appium scripts from manual test sessions and run tests across physical Android and iOS devices.
AI & Machine LearningDeveloper ToolsSaaSAtlanta, US
Frank Moyer(Director)inSean Barry(Executive Officer, Director)Kevin Lee(Executive Officer)Vu Lam(Director)
BoardKen Walters(Director)Nelson Chu(Director)in
Co-investorsBIP VenturesKinetic Ventures, L.L.C.Service Provider Capital
LiveSource is a supplier portal that manages the product launch process for direct materials manufacturers, covering supplier risk management, product launch, and collaborative manufacturing.
Advanced ManufacturingLogistics & Supply ChainSaaS
Co-investorsAlerion VenturesKnoll VenturesIDEA Fund Partners
Atlanta, US
DIEGO PANTOJA-NAVAJAS(Executive Officer, Director)MICHAEL CASEY(Executive Officer)ARUN MURUGAN(Executive Officer)Kelly Love(Secretary)Diego Pantoja-Navajas(CEO, Director)
BoardJAMES S. DOUGLASS(Director)in
MedScout is a commercial intelligence platform for MedTech sales teams, combining medical claims data from Medicare and commercial payers with AI agents to generate ranked, territory-specific sales opportunities.
Data & InfrastructureHealthtechSales Tech
Co-investorsCapital FactoryStage 2 Capital
NavigatorCRE is a data analytics and business intelligence platform for the commercial and corporate real estate industry, serving REITs, asset managers, occupiers, developers, and brokerages.
AI & Machine LearningData & InfrastructurePropTechSaaS
Taylor OdegardBrett HartzellRuss Johnson
Olio provides care coordination technology for post-acute and behavioral health organizations, automatically connecting care teams across SNFs, behavioral health providers, payers, health systems, home health, and hospice to improve outcomes and reduce costs.
Digital HealthEnterprise SoftwareHealthtechIndianapolis, US
Ben Forrest(Executive Officer, Director)inSean Mullins(Chief Operating Officer)
BoardJill Sharp(Director)Eric Huebner(Director)Thomas Greer(Director)Philip Lewis(Director)
Co-investorsMutual Capital Partners
Pediatrics Plus provides pediatric therapy services and preschool programs for children, operating multiple locations across Arkansas.
Digital HealthHealthtechWellness & FitnessConway, US
Amy DentonTodd DentonScott Street(Chief Executive Officer)Krista Tapp(Chief Operating Officer)Chris Bell(Chief Financial Officer)Holden Raines(Chief Legal Officer)
Co-investorsAlerion Ventures
Prevalent, a Mitratech product, is an AI-powered third-party risk management (TPRM) platform for assessing, monitoring, and remediating risks across the vendor and supplier lifecycle from onboarding to offboarding.
AI & Machine LearningCybersecurityEnterprise SoftwareSaaSPhoenix, US
Norman W. Menz III(Director)Jonathan Dambrot(Director)Kevin Hickey(Chief Executive Officer)James Ray(Vice President of Finance, Corporate Secretary and Treasurer)Kevin Charest(Director)Doug McNary(Director)
Co-investorsTappan Hill VenturesSpring Mountain Capital
ProxsysRx builds and operates on-site outpatient retail pharmacies for hospital systems and manages 340B drug pricing programs, PBM alignment, readmission reduction, and patient financial assistance.
Digital HealthHealthtechBirmingham, US
George B Salem(Executive Officer, Director)Gene Ruffner Page(Director)Thomas Nelson(Executive Officer)
Red Bag Solutions provides on-site biohazardous and regulated medical waste processing that sterilizes waste and renders it suitable for municipal disposal or recycling, eliminating waste hauling.
Circular EconomyCleantechHealthtech
Reflectiz is an AI-powered web exposure management platform that continuously monitors the third- and fourth-party scripts, pixels, and trackers running in users' browsers on live websites, using an external sandbox browser with no agents or code changes.
AI & Machine LearningCybersecuritySaaS
Co-investorsAFG Partners
Maxio (formerly SaaSOptics and Chargify) is a subscription management platform that automates billing, revenue and expense recognition, and SaaS metrics reporting for B2B SaaS companies.
Enterprise SoftwareFintechSaaSNorcross, US
Anthony David Ryan(Executive Officer, Director)Timothy McCormick(Executive Officer, Director)
BoardJeffrey Muir(Director)John Alston Gardner(Director)
Co-investorsDuke Capital PartnersGray Ventures
Nashville-based healthcare analytics provider giving hospitals market intelligence for strategic growth planning; acquired by Syntellis in 2022.
Co-investorsFrist Cressey VenturesBlue Heron CapitalBridge Bank
StudentBridge provides higher education institutions with enrollment marketing services, combining video production, mobile communications, campus visit solutions, and data analytics to support student recruitment.
EdTechMarketing TechSaaSAtlanta, US
Jonathan Clues(Founder & CEO)inRob Coddington(Chief Finance Officer)inLisa Logan(Senior Vice President of Operations)inJennifer Maloy(Vice President of Revenue & Partnerships)in
Supply Wisdom provides third-party risk management (TPRM) tools and risk intelligence to help organizations continuously monitor and assess vendor and enterprise risk across domains.
CybersecurityEnterprise SoftwareSaaSNew York, US
Atul Vashistha(Founder)inSandeep Suresh(Managing Director & Co-Founder)inJenna Wells(CEO)inSean Cleary(Chief Financial Officer)inScott Pollak(Chief Technology Officer)inShelley Leibowitz(Director)
Co-investorsConductor CapitalFlorida FundersJurassic Capital
SurgNet Health Partners develops and operates ambulatory surgery centers (ASCs) through partnerships with physicians, offering services from partnering with existing centers to developing de novo projects and running facilities.
Digital HealthHealthtechMedical Devices
John Brock(Co-Founder, President and CEO)
Texas Endovascular is a network of clinics staffed by board-certified interventional radiologists offering minimally invasive, image-guided treatments for conditions including uterine fibroids, vein disease, peripheral artery disease, enlarged prostate, hemorrhoids, and joint pain.
HealthtechMedical DevicesHouston, US
Co-investorso15 Capital Partners
Tricentis provides software testing and quality assurance solutions that help organizations optimize cost, accelerate innovation, and reduce business risk.
AI & Machine LearningDeveloper ToolsEnterprise SoftwareSaaSDallas, US
Kevin Thompsonin
Co-investorsGolub GrowthInsight PartnersWipro Ventures
Venture Atlanta runs a venture conference in the Southeast US that connects active investors with vetted startups through curated 1:1 meetings, a networking platform, and programming for founders, investors, and corporates.
Future of WorkAtlanta, US
Co-investorsJohnson Venture Partners
Vertify is a data management and integration automation platform for revenue operations (RevOps) teams that connects and cleans customer data across marketing, sales, BI, and finance applications.
Data & InfrastructureSaaSSales Tech
Co-investorsCentral Texas Angel NetworkDragonX
Virtuous is a fundraising platform for nonprofits that combines a donor CRM, fundraising automation, email and marketing tools, donation forms, and AI-driven prospect research and outreach.
AI & Machine LearningImpact & Social GoodSaaS
Co-investorsPHX VenturesSusquehanna Growth Equity
Worth offers a platform that consolidates business onboarding and underwriting into a single workflow, automating KYB, KYC, fraud verification, and financial checks using AI and a database of over 350M SMBs.
AI & Machine LearningFintechSaaSOrlando, US
SALMAN REHMETULLAH(Executive Officer, Director)SUNEERA MADHANI(Executive Officer, Director)JACQUES FU(Executive Officer, Director)
BoardJAMES DOUGLASS(Director)ROBERT WECHSLER(Director)ASIF RAMJI(Director)
Co-investorsFlorida FundersGray VenturesIngeborg InvestmentsAmex VenturesTTV Capital
Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.
Exits · 2
IPOs and acquisitions across the tracked portfolioDriverReachacq. by TenstreetGolden State Medical Supplyacq. by Court Square Capital Partners
Portfolio news
latest coverage across their companiesHatch · finsmes.com · Aug 5, 2026
Olio · help.olioapp.com · May 27, 2026
Worth AI · deepworkcapital.com · May 19, 2026
Advantum Health · advantumhealth.com · May 15, 2026
NavigatorCRE · bestcre.com · May 5, 2026
Pediatrics Plus · breakingnewsaba.com · Apr 17, 2026
Reflectiz · fintech.global · Oct 30, 2025
Frequently asked questions
- How many investments has Fulcrum Equity Partners made?
- Fulcrum Equity Partners has 47 tracked investments, 1 of which have exited via acquisition or IPO, including 2 dated in the last 24 months.
- What stage does Fulcrum Equity Partners invest at?
- Fulcrum Equity Partners invests at the Series B, Series C, Growth stages.
- What sectors does Fulcrum Equity Partners focus on?
- Fulcrum Equity Partners focuses on Enterprise Software, Healthtech, SaaS, Sector Agnostic.
- Where is Fulcrum Equity Partners located?
- Fulcrum Equity Partners is headquartered in Atlanta, US.
- Does Fulcrum Equity Partners lead rounds?
- Fulcrum Equity Partners has led 3 of the 3 rounds where its role is on record.
- Who does Fulcrum Equity Partners co-invest with?
- Fulcrum Equity Partners most often shares deals with Alerion Ventures, Gray Ventures, Blumberg Capital, among 58 tracked co-investors.
From the blog
visit blog ↗Fulcrum Equity Partners recently published guidance on tech stack selections for growth-stage companies, covering People Operations infrastructure and Product development platforms alongside their application in healthcare patient engagement. The firm emphasizes how strategic tool selection in hiring, HR systems, product infrastructure, and clinical workflows enables organizational scalability and operational efficiency. AI summary
Media · Podcasts & interviews
featuring the teamPhilip Lewis on the Fulcrum Equity Partners Strategy - Metro Atlanta CEO
Philip Lewis · metroatlantaceo.com
Philip Lewis on Fulcrum Equity Partners & the Venture Economy in Georgia - Metro Atlanta CEO
Philip Lewis · metroatlantaceo.com
Scott Street - Pediatrics Plus
Fulcrum Equity Partners
Ben Forrest - Olio
Fulcrum Equity Partners
Gabriel Pinchev - FieldPulse
Fulcrum Equity Partners
Tammy Taylor - Advantum Health
Fulcrum Equity Partners
Images
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