Fulcrum Equity Partners

www.fulcrumep.com

Fulcrum invests $5-35M of equity in minority and majority growth opportunities, focusing exclusively on two sectors: B2B Software and Healthcare Services. They stick to what they know, leveraging deep operational expertise in these verticals.

Check Size

$5M - $35M

Stages

Growth

Focus Areas

Enterprise Saas, Healthtech

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Investment Thesis

Fulcrum believes that exceptional capital partners go beyond financial investment to provide hands-on operational support and strategic guidance. Their philosophy centers on building enduring businesses rather than optimizing for short-term outcomes. As stated on their approach page, they “don’t build to an outcome. We build enduring businesses.” They emphasize meeting teams where they are and helping them imagine a bigger future by building the right systems, processes, teams, and culture.

What Sets Them Apart

Former operators as partners with combined 125+ years of experience providing personal operational credibility
Hands-on support beyond capital - including recruitment, expansion strategy, and access to industry-leading service partners
Annual executive retreat and network access to Fulcrum portfolio executives
25+ successful exits and approaching $1B in assets under management since 2006
60+ investments demonstrating deep sector expertise
Balance of engaged input with operational autonomy - partners act as sounding boards without overreacting during challenges