Fulcrum Equity Partners Investments & Fund Profile

Overview

Growth equity firm investing in high-growth SaaS and healthcare companies.

Founded

2006

Deals · 12mo

3

Links

Website LinkedIn X (Twitter)

Stage focus

Series A

Series B

Geographic focus

United States

Sector focus

Enterprise Software

FinTech

Health Care

Information Technology

...

Investment portfolio

50rounds

LedParticipated

NAME	DATE	SIZE
Worth AI	Mar 2026Led	$30 MSeries A
MedScout	Mar 2026Led	$10 MOther Equity
Reflectiz	Oct 2025Led	$22 MSeries B
FieldPulse	Aug 2025Led	$50 MSeries C
Supply Wisdom	Jul 2025Participated	$14 MSeries B
Olio	May 2025Led	$11 MSeries B
MedScout	Jul 2024Led	$15 MSeries A
Kevel	Mar 2024Led	$23 MSeries C
FieldPulse	Oct 2023Led	$21 MSeries B
Canvs AI	Sep 2023Led	$15 MOther Equity
Olio	Aug 2022Led	$13 MSeries A
Avant-garde Health	Mar 2022Led	$12 MSeries A
Worth AI	Mar 2026Led	$30 MSeries A
MedScout	Mar 2026Led	$10 MOther Equity
Reflectiz	Oct 2025Led	$22 MSeries B
FieldPulse	Aug 2025Led	$50 MSeries C
Supply Wisdom	Jul 2025Participated	$14 MSeries B
Olio	May 2025Led	$11 MSeries B
MedScout	Jul 2024Led	$15 MSeries A
Kevel	Mar 2024Led	$23 MSeries C
FieldPulse	Oct 2023Led	$21 MSeries B
Canvs AI	Sep 2023Led	$15 MOther Equity
Olio	Aug 2022Led	$13 MSeries A
Avant-garde Health	Mar 2022Led	$12 MSeries A

50 Items

50

Items

...

Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Fulcrum Equity Partners: 50 funding rounds are recorded in the selected participation categories. All available history
Round type	Led deals	Participated deals
Series A	12	2
Series B	16	2
Series C+	4	1
Other Equity	12	1

Monthly Deal Activity

Fulcrum Equity Partners: 50 deals are recorded across 190 months. All available history
Month	Deals
Jan '11	1
Feb '11	0
Mar '11	0
Apr '11	0
May '11	0
Jun '11	1
Jul '11	0
Aug '11	0
Sep '11	0
Oct '11	0
Nov '11	0
Dec '11	0
Jan '12	0
Feb '12	0
Mar '12	0
Apr '12	0
May '12	1
Jun '12	0
Jul '12	0
Aug '12	1
Sep '12	0
Oct '12	0
Nov '12	0
Dec '12	1
Jan '13	0
Feb '13	0
Mar '13	0
Apr '13	1
May '13	0
Jun '13	0
Jul '13	0
Aug '13	1
Sep '13	0
Oct '13	0
Nov '13	0
Dec '13	0
Jan '14	1
Feb '14	0
Mar '14	0
Apr '14	0
May '14	1
Jun '14	2
Jul '14	0
Aug '14	0
Sep '14	0
Oct '14	0
Nov '14	0
Dec '14	0
Jan '15	0
Feb '15	0
Mar '15	0
Apr '15	0
May '15	0
Jun '15	0
Jul '15	0
Aug '15	0
Sep '15	0
Oct '15	0
Nov '15	1
Dec '15	0
Jan '16	2
Feb '16	0
Mar '16	0
Apr '16	0
May '16	0
Jun '16	0
Jul '16	0
Aug '16	0
Sep '16	0
Oct '16	0
Nov '16	0
Dec '16	0
Jan '17	0
Feb '17	0
Mar '17	0
Apr '17	0
May '17	1
Jun '17	1
Jul '17	0
Aug '17	1
Sep '17	0
Oct '17	1
Nov '17	0
Dec '17	0
Jan '18	0
Feb '18	1
Mar '18	0
Apr '18	0
May '18	0
Jun '18	0
Jul '18	1
Aug '18	0
Sep '18	0
Oct '18	1
Nov '18	0
Dec '18	1
Jan '19	0
Feb '19	0
Mar '19	0
Apr '19	0
May '19	0
Jun '19	0
Jul '19	1
Aug '19	0
Sep '19	0
Oct '19	3
Nov '19	0
Dec '19	0
Jan '20	1
Feb '20	0
Mar '20	0
Apr '20	0
May '20	0
Jun '20	0
Jul '20	0
Aug '20	0
Sep '20	0
Oct '20	0
Nov '20	1
Dec '20	1
Jan '21	0
Feb '21	0
Mar '21	0
Apr '21	0
May '21	1
Jun '21	1
Jul '21	1
Aug '21	1
Sep '21	1
Oct '21	0
Nov '21	0
Dec '21	1
Jan '22	2
Feb '22	1
Mar '22	1
Apr '22	0
May '22	0
Jun '22	0
Jul '22	0
Aug '22	1
Sep '22	0
Oct '22	0
Nov '22	0
Dec '22	0
Jan '23	0
Feb '23	0
Mar '23	0
Apr '23	0
May '23	0
Jun '23	0
Jul '23	0
Aug '23	0
Sep '23	1
Oct '23	1
Nov '23	0
Dec '23	0
Jan '24	0
Feb '24	0
Mar '24	1
Apr '24	0
May '24	0
Jun '24	0
Jul '24	1
Aug '24	0
Sep '24	0
Oct '24	0
Nov '24	0
Dec '24	0
Jan '25	0
Feb '25	0
Mar '25	0
Apr '25	0
May '25	1
Jun '25	0
Jul '25	1
Aug '25	1
Sep '25	0
Oct '25	1
Nov '25	0
Dec '25	0
Jan '26	0
Feb '26	0
Mar '26	2
Apr '26	0
May '26	0
Jun '26	0
Jul '26	0
Aug '26	0
Sep '26	0
Oct '26	0

Sector Breakdown

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Fulcrum Equity Partners: Enterprise Software is the largest displayed sector by deal count (23 deals). All available history
Sector	Deals
Enterprise Software	23
Health & Life Sciences	15
Networks, Cloud & Communication	12
Data, Analytics & IT	11
Professional Services	11
Marketing & Advertising	10
Cybersecurity & Privacy	6
Developer Tools	6
Hardware & Robotics	5
Fintech	5
Transportation & Logistics	4
Media & Entertainment	3
AI & Machine Learning	3
E-Commerce & Retail	2
Consumer & Lifestyle	2
Manufacturing	2
Education & Workforce	1
Government & Defense	1
Clean Energy & Sustainability	1
Real Estate & Construction	1

Deal Size Distribution

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Fulcrum Equity Partners: 50 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)	Deals
<$5M	9
$5M-$10M	14
$10M-$25M	23
$25M-$50M	2
$50M-$100M	2
$100M-$250M	0
$250M-$500M	0
$500M-$1B	0
$1B+	0

Deals By Geography

Top 3 of 3 regions; European countries are grouped as Europe.

Fulcrum Equity Partners: United States has the largest recorded deal count among the displayed regions (47 deals). All available history
Region	Deals
United States	47
Europe	2
Israel	1

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Fulcrum Equity Partners: 20 co-investors are shown, with Bee Partners sharing 3 recorded deals. All available history
Co-investor	Shared deals
Bee Partners	3
Commerce Ventures	3
Atrium Health	2
BIP Capital	2
Capri Ventures	2
Harpeth Ventures	2
LiveOak Venture Partners	2
Mutual Capital Partners	2
Stage 2 Capital	2
Access Venture Partners	1
AFG Partners	1
AIM Group	1
Alerion Ventures	1
American Express	1
Atlanta Technology Angels	1
Automated Insights	1
Bahns Stanley	1
Bialla Venture Partners	1
BLH Venture Partners	1
Blue Heron Capital	1