Fundraising Fox
Fulcrum Equity Partners
Growth equityAtlanta · Series B–Growth · 31 people tracked
Also known as FULCRUM EQUITY PARTNERS, INC.
Find your way into Fulcrum Equity Partners
776 people in our graph share verified history with the Fulcrum Equity Partners team — schools, employers, funds. One of them is your warm intro.
Investment thesis
Fulcrum Equity Partners backs growth-stage companies with both capital and hands-on operational support, drawing on its partners' experience as former operators. The firm invests $5-35M of equity in minority and majority growth opportunities, targeting two core areas: B2B software companies with $2-15M ARR growing at 40% year-over-year, and healthcare services businesses with $1-15M EBITDA growing at 20% year-over-year. Beyond funding, Fulcrum helps entrepreneurs build the right systems, processes, teams and culture, backed by an ecosystem of expert advisors and LPs, to help portfolio companies reach the next level faster.
Source: firm website, verified Sep 29, 2026.
What founders say
No founder feedback on Fulcrum Equity Partners yet.
Team · 31 people
from the firm's website & curated
Founder mafia
2 people who came through Fulcrum Equity Partners went on to found or lead other companies.
What they invest in
from 38 of 68 portfolio companiesSaaS ×23Healthtech ×17Enterprise Software ×14AI & Machine Learning ×13Digital Health ×10Medical Devices ×6Data & Infrastructure ×5Logistics & Supply Chain ×5
HQs:United States×36
Who they back
founder profiles across 22 portfolio companiesFounding team size:solo founder×152 founders×63 founders×1
Where their founders studiedfrom 15 founders with education data
The University of Georgia ×3
What their founders studiedfrom 13 founders with field-of-study data
Business & Management ×5Computer Science ×2Economics ×2Finance & Accounting ×2
Where their founders worked beforefrom 18 founders with career history
CBRE ×2
Investments · 68 tracked
founders shown can be your intro pathBy year:2026 · 22025 · 22023 · 32022 · 22021 · 22020 · 32019 · 42018 · 12016 · 12015 · 12014 · 122 dated
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)in
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 revenue cycle management and healthcare administrative services through a distributed global delivery model across the US, Mexico, and India.
AI & Machine LearningDigital HealthEnterprise SoftwareHealthtechLouisville, US
Tammy Taylor(CEO)
Ascent360 is an AI-powered Customer Data Platform (CDP) designed for the hospitality industry that unifies guest data from multiple sources and enables omnichannel marketing automation to drive direct bookings and reduce dependency on online travel agencies.
AI & Machine LearningMarketing TechSaaSGolden, US
Scott Buelter(CEO and President)in
Co-investorsAccess Venture PartnersService Provider CapitalAccess VenturesNelnetRockies Venture Club
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(CEO and Founder)in
BoardMatthew Rhodes-Kropf(Director)inDavid Frankel(Director)inPhilip Lewis(Director)
Co-investorsFounder CollectiveGeneral CatalystTectonic Ventures
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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
Provides a driver lifecycle management platform for trucking fleets and carriers, covering hiring, safety and compliance, and route optimization in one system.
HR TechLogistics & Supply ChainSaaSCarmel, US
Jeremy Reymer(Director)inSam Bloomquist(Executive Officer, Director)Wendy Reymer(Executive Officer)
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BoardChad Hooker(Director)inJames Douglass(Director)inBrent Dorfman(Executive Officer, Director)in
Co-investorsCreativeCo
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)inChristian 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)in
Co-investorsMiami Angels
FieldPulse is an all-in-one field service management platform designed for residential and commercial service professionals.
Enterprise SoftwareFuture of WorkSaaSDallas, US
Gabriel Pinchev(CEO & Founder)in
Co-investorsCatalyst InvestorsSuperSeed Ventures
Florence builds technology for managing and running clinical trials, serving research sites, sponsors, and healthcare institutions in the life sciences industry.
AI & Machine LearningDigital HealthHealthtechSaaSAtlanta, US
Ryan Jones(Executive Officer, Director)inAndres Garcia(Executive Officer, Director)in
BoardPeter Sobiloff(Director)inGarrett Goldberg(Director)inJon Rosenbaum(Director)Jeffrey Muir(Director)in
Co-investorsBaleon CapitalBee PartnersGray VenturesService Provider CapitalBessemer 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)inDavid Arnold(President/Chief Operating Officer)inSonia De La Rosa(Chief Commercial Officer, Corporate Development and Strategy)in
Co-investorsFrazier Healthcare PartnersNew Enterprise Associates (NEA)Frazier
Hatch provides a platform for specialty medical practices to manage patient referrals, centralizing intake, document processing, and workflow coordination to replace manual EHR and spreadsheet-based processes.
Digital HealthEnterprise SoftwareHealthtechSaaSNashville, US
Chris Poole(CEO)Craft Hayes(CRO)
Co-investorsPJCBDC Seed Venture FundFoundation CapitalKleiner PerkinsOrion Industrial Ventures
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 TechSaaSDurham, US
James Avery(Founder & CEO)in
Co-investorsCommerce VenturesFulcrumPilot Growth EquityCarnrite VenturesGreat Oaks Venture CapitalYork IE
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)inKevin Lee(Executive Officer)inVu Lam(Director)in
BoardKen Walters(Director)Nelson Chu(Director)in
Co-investorsBIP VenturesKinetic Ventures, L.L.C.Service Provider CapitalAllCloudBIP CapitalPanoramic Ventures
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 VenturesService Provider CapitalIDEA Fund Partners
MedScout provides commercial intelligence and tools for medical device and healthcare technology companies to support their go-to-market strategies.
Data & InfrastructureEnterprise SoftwareHealthtechMedical DevicesSaaSSales Tech
Co-investorsCapital FactoryStage 2 CapitalLiveOak Ventures
My Pet's Vet Group operates a network of veterinary clinics across five U.S. states, providing lifelong pet care including routine checkups, vaccinations, diagnostics, spay/neuter services, and treatment for dogs, cats, and exotic animals.
ConsumerWellness & Fitness
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 OdegardinBrett HartzellRuss Johnsonin
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(CEO)inSean Mullins(Chief Operating Officer)
BoardJill Sharp(Director)Eric Huebner(Director)Thomas Greer(Director)Philip Lewis(Director)
Co-investorsMutual Capital PartnersAccelOctopus VenturesQuadia
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)inChris Bell(Chief Financial Officer)inHolden Raines(Chief Legal Officer)in
Co-investorsJuvo Ventures
Physicians Services Group (PSG) is a group of physicians and nurse practitioners that provides attending and medical director services to Skilled Nursing Facilities.
Digital HealthHealthtech
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 VenturesInsight PartnersSpring 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 is a healthcare company that develops sterilization and infection control solutions, including SSM (Sterile Specimen Management) technology and equipment.
Advanced ManufacturingCircular EconomyCleantechHealthtechMedical Devices
Sanford A. Glazer(Founder)
Reflectiz provides an agentless security platform that continuously monitors client-side web activity to detect and prioritize security, privacy, and compliance risks for organizations across financial services, e-commerce, and healthcare.
AI & Machine LearningCybersecurityEnterprise SoftwareSaaS
Idan Cohen(Founder)in
Co-investorsAFG Partners
Regency Hospice provides in-home hospice care—including pain and symptom management, emotional and spiritual support, respite, and bereavement services—for patients with life-limiting illnesses and their families.
Digital HealthHealthtech
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 VenturesBattery Ventures
Nashville-based healthcare analytics provider giving hospitals market intelligence for strategic growth planning; acquired by Syntellis in 2022.
Jason Moore(Founder)in
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)in
Texas Endovascular provides minimally invasive interventional radiology treatments for vascular and musculoskeletal conditions, including varicose veins, peripheral artery disease, uterine fibroids, and knee osteoarthritis.
Digital HealthHealthtechMedical DevicesHouston, US
Dr. Eric Hardee(Co-founder & Medical Director)
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
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 offers an all-in-one revenue operations automation platform that collects, translates, cleanses, orchestrates, and reports customer data across sales, marketing, and customer success systems.
Data & InfrastructureEnterprise SoftwareMarketing TechSaaSSales Tech
Wayne Lopez(CPO)Gabriel Pineda(CFO)Craig Alford(VP of Engineering)Brandon Bruce(VP, Customer Success)
Co-investorsCentral Texas Angel NetworkDragonX
Virtuous provides software to help nonprofits connect with and cultivate their donor relationships.
AI & Machine LearningHealthtechImpact & Social GoodSaaS
Gabe Cooper(Founder & CEO)
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)inJACQUES FU(Executive Officer, Director)in
BoardJAMES DOUGLASS(Director)ROBERT WECHSLER(Director)ASIF RAMJI(Director)
Co-investorsFlorida FundersGray VenturesIngeborg InvestmentsAmerican Express Ventures (Amex)Amex VenturesTTV Capital
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
Full Measure Education, Inc.iHealth HoldingsAddiction CampusesALS ResolvionAscentBright Light SystemsCompliance360Contact At OnceEnduraCare Acute CareFive Points HealthcareGoPivotHomeFirst Home HealthHydrolixIPGLSN MobileMashworkMedical Direct ClubMesa Medical GroupMobile LabsPhishLabsRegenesis BiomedicalRivalHealthStaxStax Video QuoteSummit Spine & Joint CentersSunCrestSunCrest Home HealthcareVisuWell
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 · 5
5 acquisitions · showing 4Bright Light Systemsacq. by Phoenix LightingDriverReachacq. by TenstreetGolden State Medical Supplyacq. by Court Square Capital PartnersSummit Spine & Joint Centersacq. by Wellspring Capital Management
Portfolio news
latest coverage across their companiesAdvantum Health · advantumhealth.com · May 15, 2026
Reflectiz · fintech.global · Oct 30, 2025
Supply Wisdom · finsmes.com · Jul 10, 2025
Olio · finsmes.com · May 13, 2025
Frequently asked questions
- How many investments has Fulcrum Equity Partners made?
- Fulcrum Equity Partners has 68 tracked investments, 5 of which have exited, including 4 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 is Fulcrum Equity Partners's typical check size?
- Fulcrum Equity Partners typically writes checks of $5M – $35M.
- What sectors does Fulcrum Equity Partners focus on?
- Fulcrum Equity Partners focuses on Digital Health, 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 9 of the 11 rounds where its role is on record.
- Who does Fulcrum Equity Partners co-invest with?
- Fulcrum Equity Partners most often shares deals with Gray Ventures, Service Provider Capital, Alerion Ventures, among 86 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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