Fulcrum Equity Partners — Full Portfolio

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

TTTammy 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

SBScott Buelter(CEO and President)in

Co-investorsACAccess Venture PartnersSEService Provider CapitalACAccess VenturesNENelnetRORockies 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

DHDerek Haas(CEO and Founder)in

BoardMRMatthew Rhodes-Kropf(Director)inDFDavid Frankel(Director)inPLPhilip Lewis(Director)

Co-investorsFOFounder CollectiveGEGeneral CatalystSPSparta GroupTETectonic 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-investors7B7BC Venture CapitalACActivate Venture PartnersBIBigfoot CapitalFEFeenix Venture Partners LLCTETech Square VenturesYOYork IE

CRH Anesthesia is an anesthesia service provider that staffs medical facilities with anesthesiologists and Certified Registered Nurse Anesthetists (CRNAs) across the United States.

HealthtechMedical DevicesUnited States, US

Tampa, US

MSMyrna Soto(Executive Officer, Director)Charlotte Baker(Executive Officer, Director)

BoardFDFrank Dalton(Director)JDJames 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

JRJeremy Reymer(Director)inSBSam Bloomquist(Executive Officer, Director)Wendy Reymer(Executive Officer)

BoardCHChad Hooker(Director)inJDJames Douglass(Director)inBDBrent Dorfman(Executive Officer, Director)in

Co-investorsCRCreativeCo

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

SSSean Spector(Executive Officer, Director)Jason Klann(Executive Officer)

BoardPBPaul Bricault(Director)inChristian Carollo(Director)Theodore Hong(Director)

Co-investorsBABAM VenturesCOCorrelation VenturesEAEastward Capital PartnersFOFounder CollectiveGRGray VenturesMUMucker Capital+3 more

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)inALAleksander Levental(Executive Officer, Director, Promoter)in

BoardMarco Giberti(Director)JWJay Weintraub(Director)in

Co-investorsFLFlorida Opportunity FundMIMiami Angels

FieldPulse is an all-in-one field service management platform designed for residential and commercial service professionals.

Enterprise SoftwareFuture of WorkSaaSDallas, US

GPGabriel Pinchev(CEO & Founder)in

Co-investorsCACatalyst InvestorsSUSuperSeed 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

RJRyan Jones(Founder)inAGAndres Garcia(Executive Officer, Director)in

BoardPSPeter Sobiloff(Director)inGGGarrett Goldberg(Director)inJon Rosenbaum(Director)JMJeffrey Muir(Director)in

Co-investorsALAlumni VenturesBABaleon CapitalBEBee PartnersGRGray VenturesSEService Provider Capital1010X Venture Partners+2 more

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

RRRick Ryan(Executive Director and Founder, WSI)BHBenjamin Hall(Chief Executive Officer)inDADavid Arnold(President/Chief Operating Officer)inSDSonia De La Rosa(Chief Commercial Officer, Corporate Development and Strategy)in

Co-investorsFRFrazier Healthcare PartnersNENew Enterprise Associates (NEA)FRFrazier

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-investorsPJPJCBDBDC Seed Venture FundFOFoundation CapitalKLKleiner PerkinsOROrion 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

JAJames Avery(Founder & CEO)in

Co-investorsCOCommerce VenturesFUFulcrumPIPilot Growth EquityCACarnrite VenturesGRGreat Oaks Venture CapitalYOYork 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

FMFrank Moyer(Director)inSBSean Barry(Executive Officer, Director)inKLKevin Lee(Executive Officer)inVLVu Lam(Director)in

BoardKWKen Walters(Director)NCNelson Chu(Director)in

Co-investorsBIBIP VenturesKIKinetic Ventures, L.L.C.SEService Provider CapitalALAllCloudBIBIP CapitalPAPanoramic 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-investorsALAlerion VenturesKNKnoll VenturesSEService Provider CapitalIDIDEA 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-investorsALAlumni VenturesCACapital FactorySTStage 2 CapitalLILiveOak 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

TOTaylor OdegardinBrett HartzellRJRuss 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)TGThomas Greer(Director)PLPhilip Lewis(Director)

Co-investorsMUMutual Capital PartnersACAccelOCOctopus VenturesQUQuadia

BioTouch is a healthcare kitting and logistics company formed through the consolidation of specialized providers in medical device assembly, printing, and logistics services.

Advanced ManufacturingHealthtechLogistics & Supply ChainMedical Devices

Pediatrics Plus provides pediatric therapy services and preschool programs for children, operating multiple locations across Arkansas.

Digital HealthHealthtechWellness & FitnessConway, US

Amy DentonTodd DentonSSScott Street(Chief Executive Officer)KTKrista Tapp(Chief Operating Officer)inCBChris Bell(Chief Financial Officer)inHRHolden Raines(Chief Legal Officer)in

Co-investorsJUJuvo 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)JDJonathan Dambrot(Director)KHKevin Hickey(Chief Executive Officer)James Ray(Vice President of Finance, Corporate Secretary and Treasurer)Kevin Charest(Director)Doug McNary(Director)

Co-investorsINInsight PartnersTATappan Hill VenturesSPSpring 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

SASanford 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

ICIdan Cohen(Founder)in

Co-investorsAFAFG 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-investorsDUDuke Capital PartnersGRGray VenturesBABattery Ventures

Nashville-based healthcare analytics provider giving hospitals market intelligence for strategic growth planning; acquired by Syntellis in 2022.

JMJason Moore(Founder)in

Co-investorsFRFrist Cressey VenturesBLBlue Heron CapitalBRBridge 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

JCJonathan Clues(Founder & CEO)inRCRob Coddington(Chief Finance Officer)inLLLisa Logan(Senior Vice President of Operations)inJMJennifer 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

AVAtul Vashistha(Founder)inSSSandeep Suresh(Managing Director & Co-Founder)inJWJenna Wells(CEO)inSCSean Cleary(Chief Financial Officer)inSPScott Pollak(Chief Technology Officer)inShelley Leibowitz(Director)

Co-investorsCOConductor CapitalFLFlorida FundersFLFlorida Technology Seed Capital FundJUJurassic 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

JBJohn 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

DEDr. Eric Hardee(Co-founder & Medical Director)

Co-investorsO1o15 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

KTKevin Thompsonin

Co-investorsGOGolub GrowthINInsight PartnersWIWipro 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-investorsJOJohnson 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-investorsCECentral Texas Angel NetworkDRDragonX

Virtuous provides software to help nonprofits connect with and cultivate their donor relationships.

AI & Machine LearningHealthtechImpact & Social GoodSaaS

Gabe Cooper(Founder & CEO)

Co-investorsPHPHX VenturesSUSusquehanna 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)SMSUNEERA MADHANI(Executive Officer, Director)inJACQUES FU(Executive Officer, Director)inJacques Fu(Founder)Sal Rehmetullah(Founder)Suneera Madhani(Founder)

Co-investorsFLFlorida FundersFLFlorida Opportunity FundGRGray VenturesINIngeborg InvestmentsAMAmerican Express Ventures (Amex)AMAmex Ventures+2 more