Investor profile

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Fulcrum Equity Partners

VC

USB2B SaaSHealthtechEnterpriseAI/MLCybersecurity

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Investment thesis

Fulcrum Equity Partners is an Atlanta-based growth equity firm that gives entrepreneurs 'both the capital and the hands-on help they need to take their companies further, faster.' Founded in 2006, the firm invests $5–35M of equity in minority and majority growth opportunities, targeting high-growth B2B software companies with $2–15M ARR and 40%+ YoY growth, and healthcare services businesses with $1–15M EBITDA and 20%+ YoY growth. With nearly $1B AUM across five funds and 60+ investments, Fulcrum's partners — all former operators — provide 'the right experience, the right support, and the right relationship,' helping portfolio companies build enduring businesses through systems, processes, teams, and culture rather than simply building to an exit.

Notable quotes

We are grateful for both the commitment of our LPs and the professional network that our CEO LPs bring to the table. It is a true differentiator and significant value creation driver for our portfolio companies.

Tom Greer · Hypepotamus — Fulcrum Equity Partners Closes $372 Million Fund V · 2024-03

We think this speaks to the fact that the Southeast is the fastest growing economic region in the country but is still underserved from a capital & funding perspective.

Philip Lewis · Hypepotamus — Fulcrum Equity Partners Closes $372 Million Fund V · 2024-03

Leading this investment round is not only about backing a company – it's about supporting the vision of a founding team who have demonstrated time and time again that they can turn bold ideas into transformative solutions. The human capital they've assembled, from their leadership team to their board of industry veterans, makes it clear that Worth is built to last.

Jim Douglass · GlobeNewswire — Worth Raises $30 Million Series A, March 24 2026 · 2026-03-24

Team

Frank X. Dalton

Founding Partner

B2B SaaSHealthtechEnterprise

Tom Greer

Founding Partner

B2B SaaSHealthtech

Jeff Muir

Partner

B2B SaaSHealthtech

Philip Lewis

Partner

B2B SaaSHealthtechAI/ML

Jim Douglass

Partner

B2B SaaSCybersecurityFintech

Chad Hooker

Partner

HealthtechB2B SaaS

Recent investments

CompanyRoundSizeDate
Worth AISeries A$30m2026-03-24
Golden State Medical SupplyGrowth2025-04
FieldPulseSeries C$50m2025-08-11
ReflectizGrowth2025-11
Pediatrics PlusGrowth2025-01
StaxGrowth
SaaSOpticsGrowth
Florence HealthcareSeries B$7m2019
KevelGrowth
MedScoutGrowth2024-07

Frequent co-investors

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