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Fulcrum Equity Partners

fulcrumep.com Direct investor

Fulcrum Equity Partners is a growth equity firm that invests in B2B software and healthcare services companies. It provides capital and operational support to help portfolio companies scale.

Fulcrum Equity Partners is a private equity firm headquartered in Atlanta, United States, founded in 2006. It invests directly in companies, at growth, in B2B Software, healthcare Services and HCIT. Its stated cheque size is $5-35M of equity. $980M under management and 60 portfolio companies, as it reports.

“We invest $5-35M of equity in minority and majority growth opportunities.”

Fulcrum Equity Partners, own website
Layer
Direct investor
Type
Private equity
Stage
Growth
Headquarters
Atlanta, United States
Sectors
B2B Software, Healthcare Services, HCIT
Cheque size
$5-35M of equity
Founded
2006
Assets under management
$980M
Portfolio
60 companies

Team, as Fulcrum Equity Partners publishes it

  • Frank X. Dalton Senior Partner
  • Jim Douglass Partner
  • Tom Greer Partner
  • Chad Hooker Partner
  • Philip Lewis Partner
  • Jeff Muir Senior Partner
  • Garrett Ash Associate
  • Cathy Breeze Controller
  • Nicole DeMelis Director of Finance
  • Brent Dorfman Principal
  • Scott Dorfman Operating Partner
  • Taylor Ellis Marketing Director

Names and roles exactly as listed on fulcrumep.com. Nothing else about these people is recorded.

Co-invests most often with

Derived from portfolio pages both investors publish themselves: each pair below lists at least one company in common. 23 co-investors found.

and 13 more — the graph.

Where this comes from

Every fact above was read from a page Fulcrum Equity Partners publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.

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Record 1067 · added 2026-08-28 · link last verified 2026-09-06 · confidence high

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