Fulcrum Equity Partners

We are proud to announce our oversubscribed Fulcrum Fund V, the largest to date closing at $372M. Fulcrum's original target aimed for $300M with a $350M hard cap, but due to investor demand, the Partners decided to increase the hard cap to accommodate new Limited Partners. ? “We owe a debt of gratitude to all the founders and executives we invested in through our prior funds who have built and sold amazing businesses. Without them, we would not be oversubscribed in the current fundraising environment,” says Fulcrum Founding Partner Frank X. Dalton.? ? Learn more about Fund V in our press release, or in the video below: https://bit.ly/3Tuq7RA Frank X. Dalton Thomas Greer Jim Douglass Philip Lewis Chad Hooker

We’re here and we’re ready for day 2 of our favorite conference of the year. Make sure you get your water bottle, and to swing by our table to say hello! #VA2024 #VentureAtlanta Venture Atlanta Conference Jim Douglass F. Peter Franconi Junior Gaspard Garrett Ash Tai Gordon

Mitratech has acquired Prevalent, the industry leading enterprise risk management platform. The combination of technologies, teams, and AI innovation will create an elevated, holistic risk platform that solidifies Mitratech’s position in their sector. Many congratulations to the fantastic team at Prevalent on this great news! Jim Douglass Mitratech Prevalent - Third-Party Risk Management

We cannot wait for the 2024 Venture Atlanta Conference next week! Each year, we are blown away by the attendance and support of the Southeast's entrepreneurial community. We are proud to continue our involvement and sponsorship, and we hope to see you all at The Woodruff Arts Center next week! Make sure you have your tickets, and check out the full schedule here: https://lnkd.in/gJp4f4z8 Jim Douglass F. Peter Franconi Junior Gaspard Aliraza (Ali) Momin Garrett Ash Tai Gordon #VentureAtlanta #VA2024 #VentureAtlantaConference

One of the best parts of my role with Fulcrum Equity Partners is the virtual roundtables we host quarterly with functional leads at our portfolio companies. These sessions help our companies connect with their peers in sales, marketing, CS, and talent to share best practices and insights unique to growth-stage B2B software companies. We just wrapped up a great one with our marketing leaders. Some standout takeaways include: 1) Small Events are Driving Big Results Nearly all of our companies are using small, intimate events as a key part of their GTM strategy—and it’s working! These focused gatherings are helping foster deeper connections and stronger engagement with target audiences. 2) Meta is Thriving in B2B Advertising In an unexpected twist, several companies reported Meta (yes, Facebook & Instagram) as a top performer for B2B social media advertising. It’s worth considering (or revisiting) if you haven’t already tested the waters here! 3) Innovative Use of Webinars via Sequel.io and Goldcast We’re seeing a lot of creative energy around tools like Sequel.io and Goldcast, which allow companies to host engaging webinars and virtual sessions directly on their website. This strategy not only boosts engagement but also drives valuable traffic back to their own platforms. 4) Getting Better with Short-form Content Creation Several teams are actively exploring automated solutions to slice up long-form video into bite-sized social media clips and blog posts—an increasingly essential approach to scaling content efficiently. We are keeping these insights in mind as we look ahead to 2025! Any others you think should be on our radar? Please share below ????

We are very excited to have made the top spot of Axial's 2024 Top 50 Lower Middle Market Healthcare Investors & M&A Advisors! We are in great company - take a look at the full list below.

And that's a wrap! It was a whirlwind couple days for the Fulcrum Equity Partners team in Cleveland this week, but the #OhioVCFest24 conference was a hit. Tai Gordon and I met 50+ investors and founders doing big things in Ohio and the greater Midwest. We were particularly impressed by several companies transforming critical parts of the patient experience in healthcare. Huge shoutout to JumpStart Ventures for organizing a fantastic event and nailing the many small details that make a conference great. In addition to meeting great founders and investors, I caught a few innings of a Cleveland Guardians game. Progressive Field is beautiful. I've been to games at 24 of the 30 MLB ballparks and have six more to go! (Blue Jays, Nationals, Orioles, Rangers, Reds, and Phillies) Derek Schuster I'm going to make it to a game next season! Excited for my next trip to Cleveland and continuing to build deeper connections between Atlanta and founders/investors in the Midwest.?

We are very excited to partner with Susquehanna Growth Equity (SGE) to further the growth and mission of Virtuous. Congratulations to Gabe Cooper and the whole team on this exciting milestone!

We are #hiring an associate on our investment team! If you or someone you know are interested in #B2Bsoftware and #healthcare growth-stage investing, apply below ??

We are #hiring an associate on our investment team! If you or someone you know are interested in #B2Bsoftware and #healthcare growth-stage investing, apply below ??