Fulcrum Equity Partners

General contacts

Investor type

PE / VC

Founded

2006

AUM

$980 M

Location

Atlanta, Georgia, United States

Investment Ticket

$10-50 m

Investment Stage

Series B Series A Late Stage (Series C+)

Region of investment

North America Europe Asia

Investor profile last updated: 16 August, 2026

Profile

Fulcrum Equity Partners is a growth equity firm based in Atlanta, Georgia, founded in 2006. The firm is led by a team of former operators who provide both capital and hands-on support to help companies scale. With a team of 16 professionals, Fulcrum focuses on building strong relationships with entrepreneurs to drive growth.

Fulcrum invests in sectors such as healthcare services, B2B software, SaaS, and health tech, with typical investment sizes ranging from $5 million to $35 million. The firm targets companies with significant growth potential, including those with $2-15 million ARR in B2B software and $1-15 million EBITDA in healthcare services. Fulcrum manages approximately $980 million across five funds, providing both minority and majority growth opportunities.

Notable investments by Fulcrum Equity Partners include Summit Spine & Joint Centers - healthcare services, Five Points Healthcare - healthcare services, Stax - B2B software, Stratasan - healthcare IT, and Cynergy Rehab Group - clinics/outpatient services.

Industry

HealthTech Software Security SaaS Marketing and Advertising Healthcare Services Fintech Financial Services Business Services (B2B) Technology Industrial

Fulcrum Equity Partners Funds

Name	Type	Industry	Stage	Region	Size	AUM	Launch date
Fulcrum Fund I	Private Equity (PE)	Healthcare Services SaaS Security Software Technology	Series B	North America	$5-10 m	$40 M	December 2005
Fulcrum Growth Fund II	Private Equity (PE)	Healthcare Services SaaS Security Software HealthTech	Series B Late Stage (Series C+)	North America Europe	$5-10 m	$93 M	January 2013
Fulcrum Growth Fund IV	Private Equity (PE)	Healthcare Services Industrial SaaS Security Software	Series B Late Stage (Series C+)	North America Europe	$5-10 m	$275 M	March 2021

Contacts

Name

Title

Social Networks

Scott Dorfman Operating Partner

Operating Partner

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Philip Lewis Partner

Partner

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Investment-team contacts for Fulcrum Equity Partners — including verified work emails and LinkedIn profiles — are available to Private Equity List subscribers.
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FAQs about Fulcrum Equity Partners

Is Fulcrum Equity Partners a venture capital or private equity firm?

Fulcrum Equity Partners is a venture capital and private equity firm. It backs companies at Series B, Series A and Late Stage (Series C+), writing tickets of $10-50 m.

Where is Fulcrum Equity Partners located?

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

When was Fulcrum Equity Partners founded?

Fulcrum Equity Partners was founded in 2006.

What sectors and industries does Fulcrum Equity Partners invest in?

Fulcrum Equity Partners invests in companies and startups in HealthTech, Software, Security, SaaS, Marketing and Advertising, Healthcare Services, Fintech, Financial Services, Business Services (B2B), Technology, Industrial.

What is Fulcrum Equity Partners geographical focus of investments?

Fulcrum Equity Partners invests in companies and startups in North America, Europe, Asia.

At what stages of companies and startups does Fulcrum Equity Partners typically invest in?

Fulcrum Equity Partners invests in companies and startups at Series B, Series A, Late Stage (Series C+).

What is the usual amount of Fulcrum Equity Partners investment?

Fulcrum Equity Partners usually invests $10-50 m on average.

What is the amount of assets of under management (AUM) for Fulcrum Equity Partners?

Fulcrum Equity Partners has around $980m assets under management.

When was Fulcrum Equity Partners last fund created?

Fulcrum Equity Partners last fund was created/launched in 2021-03-23

What are the contacts of Fulcrum Equity Partners?

Fulcrum Equity Partners can be reached through its website fulcrumep.com, its LinkedIn page and its X account. Its general enquiries address is [email protected]. Cold-mailing a general inbox rarely reaches a partner, so Private Equity List also lists the investment-team contacts for Fulcrum Equity Partners — names, roles, verified work emails and LinkedIn profiles — available on a Pro plan from $129/month (see pricing). Contacts are sourced from the firm's website and LinkedIn and re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.

Can I access Fulcrum Equity Partners data via API or MCP?

Yes. Every field on this page — profile, funds, investment criteria, portfolio and investment-team contacts — is available programmatically through the Private Equity List REST API and MCP server, so AI assistants such as Claude and ChatGPT can query Fulcrum Equity Partners directly instead of scraping this page. One subscription covers both the web app and machine access — see API & MCP.

When was the Fulcrum Equity Partners profile last updated?

Private Equity List re-verifies investor profiles on a rolling cycle, pulling from the firm's own website and LinkedIn rather than a one-off import. This profile was last updated on 16 August, 2026. Something out of date here? Report it — we re-run that firm within 48h and get back to you.