Fulcrum Equity Partners

2006

Founded

64

Investments

United States

Offices

Venture Fund

Investor Type

About

Fulcrum Equity Partners is a private equity firm dedicated to accelerating the growth of B2B software and healthcare services companies. With a focus on minority and majority growth opportunities, they invest between $5 million and $35 million in companies exhibiting strong growth potential. Their investment criteria include B2B software companies with $2-15 million in annual recurring revenue (ARR) and 40%+ year-over-year growth, and healthcare services companies with $1-15 million in EBITDA and 20%+ year-over-year growth.

The firm emphasizes providing entrepreneurs with the capital and hands-on support needed to take their companies further, faster. Their approach is rooted in the experience of former operators who understand the challenges of scaling businesses and offer strategic guidance across all areas of business operations. Fulcrum's portfolio includes companies like Stax, Stratasan, Summit Spine & Joint Centers, and Five Points Healthcare.

The team comprises partners such as Frank X. Dalton, Jim Douglass, Tom Greer, Philip Lewis, and Jeff Muir. Recent news highlights include Summit Spine's third recapitalization in April 2025 and Tenstreet's acquisition of DriverReach in March 2025.

Portfolio Companies

Stax, Stratasan, Summit Spine & Joint Centers, Five Points Healthcare

Gepgraphic Focus

United States

Key Differentiators

Former operators with significant operating experience, Hands-on support across all areas of business operations, Focus on minority and majority growth opportunities

Thypical Investment Size

$5-35 million

Total Funds Raised

$5-35 million

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FinTech

Software

Advertising (AdTech)

CloudTech

Developer Tools

SaaS

Atlanta

Series B

Series C

Series D

United States