Fulcrum Equity Partners
Growth equityAtlanta · Series B–Growth · 30 people tracked
Also known as FULCRUM EQUITY PARTNERS, INC.
Find your way into Fulcrum Equity Partners
582 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 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 Sep 15, 2026.
Team · 30 people
from the firm's website & curated
What they invest in
from 38 of 65 portfolio companiesSaaS ×21Healthtech ×17Enterprise Software ×14AI & Machine Learning ×13Digital Health ×10Medical Devices ×6Data & Infrastructure ×5Logistics & Supply Chain ×5
HQs:United States×35
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 · 65 tracked
founders shown can be your intro pathBy year:2026 · 22025 · 12023 · 32022 · 22021 · 22020 · 22019 · 22016 · 12015 · 217 dated
Oracle sells enterprise database software, applications and cloud infrastructure, and has grown through large acquisitions including PeopleSoft, Siebel and Sun Microsystems.
Austin, US
Diego Pantoja-Navajas(Executive Officer, Director)Lawrence J. Ellison(Executive Chair, Chief Technology Officer and Founder)MICHAEL CASEY(Executive Officer)ARUN MURUGAN(Executive Officer)Clayton M. Magouyrk(CEO)Michael D. Sicilia(CEO)
Co-investorsAdvancit CapitalAkkadian VenturesAlliance VCAlliance VentureBessemer Venture PartnersElevate Ventures+20 more
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(President and Chief Executive Officer)in
Co-investorsAccess Venture PartnersService Provider CapitalAccess Ventures
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
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
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 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)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)
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 TechDurham, US
James Avery(Founder & CEO)in
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)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(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)inChris Bell(Chief Financial Officer)inHolden Raines(Chief Legal Officer)in
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 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 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 InvestmentsAmex 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 HealthHydrolixIPGMashworkMedical Direct ClubMesa Medical GroupPhishLabsRegenesis BiomedicalRivalHealthStax Video QuoteSummit Spine & Joint CentersSunCrestVisuWell
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 · 6
1 IPOs · 5 acquisitions · showing 5DatalogixNYSE: ORCLBright 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 companies
Hatch · 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
Frequently asked questions
- How many investments has Fulcrum Equity Partners made?
- Fulcrum Equity Partners has 65 tracked investments, 6 of which have exited, including 3 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 7 of the 9 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 85 tracked co-investors.
- What size deals does Fulcrum Equity Partners back?
- Across 6 deals with disclosed amounts, Fulcrum Equity Partners has joined rounds of $7.5M – $30M (median $17M).
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
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