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Fulcrum Equity Partners

Fulcrum Equity Partners

Atlanta, Georgiafulcrumep.com

Overview

Fulcrum Equity Partners is an Atlanta-based growth equity firm that gives entrepreneurs the capital and hands-on support they need to take their companies further, faster. Fulcrum invests in healthcare services and B2B tech executives searching for $5 million to $35 million of equity in minority and majority growth opportunities.

Year Founded

2006

AUM

$600M

Portfolio Companies

30

Investments

Fulcrum Equity Partners investments
CompanyDateStageLead
StaxJul 2018Series CLead
FieldPulseAug 2025Series CLead
Worth AIMar 2026Series ALead
Regenesis Biomedical, Inc.Jun 2011Series CLead
FeathrJan 2020Series BLead
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Key People

Frank X. Dalton

Partner Founder

Thomas Greer

Co-Founder, Partner

Jason Moore

Venture Partner

Jeff Muir

Partner

Jim Douglass

Partner

Philip Lewis

Partner

Brent Dorfman

Principal

Tai Gordon

Investor

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Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Where is Fulcrum Equity Partners based?

Fulcrum Equity Partners is headquartered in Atlanta, Georgia, United States.

When was Fulcrum Equity Partners founded?

Fulcrum Equity Partners was founded in 2006.

How many portfolio companies does Fulcrum Equity Partners have?

Fulcrum Equity Partners has 30 portfolio companies in Caplight's dataset.

What are some companies in Fulcrum Equity Partners's portfolio?

Portfolio companies visible on Caplight include Stax, FieldPulse, Worth AI, Regenesis Biomedical, Inc., Feathr.

What was Fulcrum Equity Partners's most recent investment shown here?

Fulcrum Equity Partners's most recent investment in this portfolio sample was in Worth AI in 2026.

What sectors does Fulcrum Equity Partners focus on?

Fulcrum Equity Partners focuses on Consumer & Commerce, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Cybersecurity, Mobility, Transportation & Logistics, Healthcare & Life Sciences, FinTech, Enterprise Software, Cybersecurity, Enterprise Software, FinTech, Healthcare & Life Sciences, Healthcare & Life Sciences, Enterprise Software, Healthcare & Life Sciences, Enterprise Software, Enterprise Software, FinTech, Enterprise Software, Frontier & Industrial Tech, Healthcare & Life Sciences, Enterprise Software, Real Estate & PropTech, Enterprise Software, Enterprise Software, Mobility, Transportation & Logistics, Enterprise Software, Enterprise Software, Enterprise Software, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Consumer & Commerce, FinTech, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, Media, Entertainment & Gaming, Enterprise Software, Enterprise Software, FinTech, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Enterprise Software.

What company stages does Fulcrum Equity Partners focus on?

Fulcrum Equity Partners typically invests at the Mid stage.

Firmographic Details

HeadquartersAtlanta, Georgia
Year Founded2006
AUM$600M

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