Fulcrum Equity Partners
Fulcrum Equity Partners is an Atlanta-based growth equity firm founded in 2006 that invests $5-35 million in B2B software and healthcare services companies, managing approximately $980 million across five funds and 60+ portfolio investments with an operator-led support model.
- Company typePrivate
- Founded2006
- HeadquartersAtlanta, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Fulcrum Equity Partners does
Fulcrum Equity Partners is an Atlanta-based private equity firm founded in 2006 that provides growth equity capital and hands-on operational support to lower-middle-market companies. The firm invests $5-35 million of equity in both minority and majority opportunities, organized around two core verticals: B2B Software (targeting companies with $2-15 million ARR and 40%+ year-over-year growth) and Healthcare Services (targeting companies with $1-15 million EBITDA and 20%+ year-over-year growth, including multi-site physician practices and SUD treatment facilities). The firm also selectively invests in adjacent verticals, with recent activity spanning fintech, MedTech, and cybersecurity.
The firm's product set is structured as a series of five investment funds (Fund I through Fund V), with approximately $980 million in total assets under management and 60+ portfolio company investments since inception. Fulcrum does not develop proprietary technology; its product is the combination of growth capital and operator-led support delivered by a team of Senior Partners, Partners, Operating Partners, Principals, Vice Presidents, and Associates, several of whom are former operators and founders (for example, Partner Tom Greer founded Regency Healthcare, and Dr. Amit Patel serves as an Operating Partner). The firm manages portfolio companies directly (e.g., Defining Wellness Centers, Texas Endovascular Associates) and takes board seats across the portfolio.
The revenue model is classic private equity fund management: management fees charged on assets under management, supplemented by carried interest on successful portfolio exits. Notable realized exits include SaaSOptics (sold to Battery Ventures for $150 million), Florence Healthcare, and Stratasan, while current Fund V holdings include Worth AI, Reflectiz, MedScout, Golden State Medical Supply, and Pediatrics Plus. The firm distributes deal flow through direct relationship-based sourcing concentrated in the Southeast US, with expanding national reach demonstrated by recent investments in Orlando, Austin, Boston, and Israel.
Fulcrum Equity Partners firmographics
Firmographics- Name
- Fulcrum Equity Partners
- Legal name
- Fulcrum Equity Partners
- Website
- https://fulcrumep.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Fulcrum Equity Partners is an Atlanta-based growth equity firm founded in 2006 that invests $5-35 million in B2B software and healthcare services companies, managing approximately $980 million across five funds and 60+ portfolio investments with an operator-led support model.
- Ownership category
- akta.pro rank
Fulcrum Equity Partners industry classification
Industry- Product category
- Growth Equity / Private Equity
- NAICS
- Portfolio Management and Investment Advice (52394), Miscellaneous Intermediation (523910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Technology & Software Growth Equity (FSANACAA)
- akta.pro secondary industry
- Healthcare & Life Sciences Growth Equity (FSANACAB)
Keywords
Where Fulcrum Equity Partners is headquartered
LocationHeadquarters
- HQ city
- Atlanta
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Fulcrum Equity Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Fund Management: Private equity fund management revenue derived from management fees charged on assets under management and carried interest from successful portfolio company exits.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Fulcrum Equity Partners product offering
Product offeringCore offering
Fulcrum Equity Partners provides growth equity capital of $5–35 million per transaction in minority or majority structures to growth-stage B2B software and healthcare services companies. Investments are organized into two verticals: B2B Software (targeting companies with $2–15M ARR and 40%+ YoY growth) and Healthcare Services (targeting companies with $1–15M EBITDA and 20%+ YoY growth). Beyond capital, the firm delivers hands-on operational support from a team of former operators, including strategic guidance, system/process design, and team and culture building.
Product overview
Fulcrum Equity Partners is a private equity firm established in 2006 that provides growth equity investments of $5-35 million to B2B software and healthcare services companies. The firm manages five investment funds (Fund I through Fund V) with approximately $980 million in assets under management across 60+ investments. Rather than offering a software product, Fulcrum provides capital paired with hands-on operational support, including strategic guidance on systems, processes, teams, and culture. The firm's investment strategies are organized into two verticals: B2B Software (targeting companies with $2-15M ARR and 40%+ growth) and Healthcare Services (targeting companies with $1-15M EBITDA and 20%+ growth). The firm's portfolio spans Fund I through Fund V, with active investments in companies such as Worth AI (business onboarding platform), Reflectiz (web exposure management), MedScout (MedTech revenue acceleration), and Golden State Medical Supply (pharma services), among others.
Differentiator
Problem solved
Functional benefit
Products and services
- Fund V
- Fund IV
- Fund III
- Fund II
- Fund I
- B2B Software Investment Strategy
- Healthcare Services Investment Strategy
Companies that use Fulcrum Equity Partners
Customer profileSegments2 records
Ideal customer profiles2 records
Fulcrum Equity Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Fulcrum Equity Partners partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights6 records
Fulcrum Equity Partners competitors and assessment
Company assessmentDirect peers
- Mainsail Partners: Mainsail Partners is a growth equity firm focused exclusively on B2B software companies, typically writing $10-50M equity checks. Highly comparable to Fulcrum's software vertical in target profile, check size, and growth-stage orientation.
- JMI Equity: JMI Equity is a growth equity firm investing in B2B software and tech-enabled services companies with $10-100M+ checks. Closely comparable in target customer (high-growth software), value-add approach, and minority/majority flexibility.
- Great Hill Partners: Great Hill Partners invests in growth-stage software, fintech, and digital commerce companies with equity checks typically $25-200M. Directly comparable in B2B software focus and growth-stage orientation, though larger check size.
- Accel-KKR: Accel-KKR is a tech-focused middle-market PE firm investing $10-150M in software and tech-enabled services. Comparable to Fulcrum's B2B software vertical with similar growth-stage targeting and minority/majority flexibility, though larger AUM.
- Council Capital: Council Capital is a Nashville-based growth equity firm investing in healthcare services and tech-enabled healthcare companies. Closely comparable to Fulcrum's healthcare services vertical in target profile and growth-stage focus.
- Frontier Capital: Frontier Capital is a growth equity firm investing in B2B software and tech-enabled services companies, primarily in the Southeast US. Highly comparable in geographic focus, target stage, and software vertical emphasis.
- Resurgens Technology Partners: Resurgens Technology Partners is an Atlanta-based growth equity firm investing in B2B software and tech-enabled services. Comparable in Southeast US geographic focus, B2B software vertical, and growth-stage orientation.
- RiverGlade Capital: RiverGlade Capital is a healthcare-focused growth equity firm investing in lower middle-market healthcare services and tech-enabled healthcare companies. Closely comparable to Fulcrum's healthcare services vertical in target profile, check size, and growth orientation.
Broad incumbents
- Welsh, Carson, Anderson & Stowe: WCAS is a large healthcare-focused PE firm with deep experience in healthcare services and physician practice platforms. Comparable to Fulcrum's healthcare services vertical but operating at much greater AUM and check size.
- Norwest Venture Partners: Norwest is a large multi-stage investment firm with deep B2B software and healthcare services practices. Comparable across both Fulcrum verticals at the upper end of the growth-stage spectrum, though with much broader sector exposure and larger AUM.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Fulcrum Equity Partners social profiles
Digital presenceFulcrum Equity Partners compliance and trust
Trust signalCompliance1 record
Fulcrum Equity Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fulcrum Equity Partners leadership team
Management profileNumber of profiles
Profiles21 records
Fulcrum Equity Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fulcrum Equity Partners M&A and investment
M&A and investmentM&A2 records
Investments80 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fulcrum Equity Partners
What does Fulcrum Equity Partners do?
Fulcrum Equity Partners provides growth equity capital of $5–35 million per transaction in minority or majority structures to growth-stage B2B software and healthcare services companies. Investments are organized into two verticals: B2B Software (targeting companies with $2–15M ARR and 40%+ YoY growth) and Healthcare Services (targeting companies with $1–15M EBITDA and 20%+ YoY growth). Beyond capital, the firm delivers hands-on operational support from a team of former operators, including strategic guidance, system/process design, and team and culture building.
Is Fulcrum Equity Partners a public or private company?
Fulcrum Equity Partners is a private company. It is classified as management employee owned and is currently operating.
When was Fulcrum Equity Partners founded?
Fulcrum Equity Partners was founded in 2006. It employs 11 to 50 people.
Where is Fulcrum Equity Partners based?
Fulcrum Equity Partners is headquartered in Atlanta, United States, in the North America region.
How does Fulcrum Equity Partners make money?
One revenue line is on record: fund Management.
Who are Fulcrum Equity Partners's main competitors?
Direct peers on record are Mainsail Partners, JMI Equity, Great Hill Partners, Accel-KKR, Council Capital, Frontier Capital, Resurgens Technology Partners and RiverGlade Capital. Broad incumbents are Welsh, Carson, Anderson & Stowe and Norwest Venture Partners.
Does Fulcrum Equity Partners have an API?
No public API is recorded for Fulcrum Equity Partners.
What industry is Fulcrum Equity Partners in?
Fulcrum Equity Partners's product category is Growth Equity / Private Equity. Its primary akta.pro industry code is FSANACAA, Technology & Software Growth Equity, with a secondary code of FSANACAB, Healthcare & Life Sciences Growth Equity. Its NAICS code is 52394 and its SIC code is 6282.