Fulcrum Financial Partners — Full Portfolio
4 tracked investments · listed companies and verified rows first
Quinsite provides a healthcare analytics platform that integrates billing, operational, and clinical data from disparate systems so specialty medical practices can benchmark performance, monitor workflows, and make data-driven decisions.
AI & Machine LearningHealthtechSaaSChapel Hill, US
Jeff Maze(CEO & Cofounder)inJenny Maze(Senior Advisor & Cofounder)inJillian Ferraro(Chief Operating Officer)inGary Traynor(Executive Officer)B. Jefferson Clark(Director)
Co-investorsRevUp Capital
Coworks provides space management software for coworking spaces and flex work communities, featuring member booking tools, access management, and operational analytics.
Future of WorkPropTechSaaSRaleigh, US
Co-investorsTechstarsVentureSouth
Coworks provides management software for coworking and flex office spaces, offering automated booking and billing, a member directory, resource management, and reporting.
Future of WorkPropTechSaaSRaleigh, US
DeShawn Brown(Co-founder & CEO)inPhil Vanderwoude(COO)inLauren Walker(CMO)in
Co-investorsPrimordial VenturesVentureSouth
Natrx builds nature-based coastal resilience infrastructure through a technology platform that helps asset owners and practitioners identify, address, and monitor coastal protection challenges.
CleantechClimate TechNew MaterialsRaleigh, US
Evi Steyer(Director)Matthew Campbell(Executive Officer, Director)Leonard Nelson(Executive Officer, Director)
Co-investorsIDEA NCOval Park CapitalSilverstrand CapitalWolfpack Investor NetworkPonderosa Ventures
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.
















