Fulcrum Financial Services
Overview
Fulcrum Financial Services is an asset management and venture investment firm that provides services to qualified individuals, institutional investors, and foundations, with a focus on venture investments in startups located in the Raleigh/Durham/Chapel Hill area of North Carolina.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| NALA Membranes | Jul 2022 | Seed | Co-investor |
| Lindy Biosciences | Mar 2022 | Series B | Co-investor |
| Metabolon | Dec 2013 | Series E | Co-investor |
| Quinsite | May 2023 | Series A | Co-investor |
| Coworks | May 2021 | Seed | Co-investor |
For institutional investors. Book with your work email.
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Fulcrum Financial Services based?
Fulcrum Financial Services is headquartered in Raleigh, North Carolina, United States.
When was Fulcrum Financial Services founded?
Fulcrum Financial Services was founded in 2006.
How many portfolio companies does Fulcrum Financial Services have?
Fulcrum Financial Services has 6 portfolio companies in Caplight's dataset.
What are some companies in Fulcrum Financial Services's portfolio?
Portfolio companies visible on Caplight include NALA Membranes, Lindy Biosciences, Metabolon, Quinsite, Coworks.
What was Fulcrum Financial Services's most recent investment shown here?
Fulcrum Financial Services's most recent investment in this portfolio sample was in Quinsite in 2023.
What sectors does Fulcrum Financial Services focus on?
Fulcrum Financial Services focuses on Frontier & Industrial Tech, Healthcare & Life Sciences, Healthcare & Life Sciences, Energy & Sustainability, Healthcare & Life Sciences, Enterprise Software, Real Estate & PropTech, Frontier & Industrial Tech, Enterprise Software.
What company stages does Fulcrum Financial Services focus on?
Fulcrum Financial Services typically invests at the Early stage.
What is Fulcrum Financial Services's AUM?
Fulcrum Financial Services's assets under management are estimated between $500.0M and $1.0B.