Fulcrum Equity Partners

Fulcrum Equity Partners is a private equity and venture capital firm based in Atlanta, Georgia, founded in 2006. The firm specializes in growth equity investments across various sectors, focusing on technology-enabled services, healthcare services, SaaS, and B2B software. It targets companies with annual revenues between $3 million and $75 million and EBITDA ranging from $1 million to $10 million, seeking to invest between $5 million and $25 million in each portfolio company. Fulcrum prefers to lead its investments and holds both control and non-control stakes, typically retaining investments for three to five years. The firm emphasizes investing in companies with high growth potential, particularly those experiencing annual growth rates exceeding 20 percent. Fulcrum has raised over $280 million across three funds and has invested in more than 30 companies, demonstrating a commitment to supporting emerging growth and middle-market firms within the United States.

Frank Dalton

Partner and Co-Founder

Scott Dorfman

Venture Partner & Member of Advisory Board

Jim Douglass

Partner

James Douglass

Partner

F. Peter Franconi

Principal

Tom Greer

Co-Founder & Investment Partner

Chad Hooker

Principal

Philip Lewis

Partner

Amy Mccullough

CFO

Jeffrey Muir

Partner

Patrick Rowland

Associate

Lee Tidwell

Director of Investor Relations

Connor Winn

Senior Associate

Past deals in Georgia

Kobiton

Venture Round in 2021
Kobiton, Inc. is a company that specializes in mobile application testing, providing a platform that enhances the delivery and testing of mobile apps. Founded in 2016 and headquartered in Atlanta, Georgia, with additional offices in San Francisco and Ho Chi Minh City, Kobiton offers both manual and automated testing solutions on real iOS and Android devices, accessible via the cloud or on-premise. The platform enables developers to run scripts and identify issues in real-time, ensuring that applications function correctly across various devices. Key features include an artificial intelligence-enabled scriptless testing environment, detailed automation reports, and automatically generated activity logs. By improving mobile app quality and accelerating time-to-market, Kobiton helps businesses reduce user application abandonment and enhance overall user experience.

Florence Healthcare

Series C in 2021
Florence Healthcare, Inc. is a technology company that specializes in developing software solutions for managing and monitoring clinical trial data. Founded in 2014 and headquartered in Atlanta, Georgia, the company offers the CloudBinder Suite, which replaces traditional paper documentation with a centralized platform for electronic regulatory and source documents. This suite enhances the efficiency of clinical trials by reducing redundant tasks, enabling remote monitoring, and providing sponsors with real-time insights into study progress. Additionally, Florence Healthcare provides CloudBinder Redaction software, allowing clients to upload and redact patient information from documents easily. Its services cater to pharmaceutical, biotech, and device sponsorship companies, helping them to streamline trial operations and accelerate the overall research process.

Kobiton

Series A in 2020
Kobiton, Inc. is a company that specializes in mobile application testing, providing a platform that enhances the delivery and testing of mobile apps. Founded in 2016 and headquartered in Atlanta, Georgia, with additional offices in San Francisco and Ho Chi Minh City, Kobiton offers both manual and automated testing solutions on real iOS and Android devices, accessible via the cloud or on-premise. The platform enables developers to run scripts and identify issues in real-time, ensuring that applications function correctly across various devices. Key features include an artificial intelligence-enabled scriptless testing environment, detailed automation reports, and automatically generated activity logs. By improving mobile app quality and accelerating time-to-market, Kobiton helps businesses reduce user application abandonment and enhance overall user experience.

Florence Healthcare

Series B in 2019
Florence Healthcare, Inc. is a technology company that specializes in developing software solutions for managing and monitoring clinical trial data. Founded in 2014 and headquartered in Atlanta, Georgia, the company offers the CloudBinder Suite, which replaces traditional paper documentation with a centralized platform for electronic regulatory and source documents. This suite enhances the efficiency of clinical trials by reducing redundant tasks, enabling remote monitoring, and providing sponsors with real-time insights into study progress. Additionally, Florence Healthcare provides CloudBinder Redaction software, allowing clients to upload and redact patient information from documents easily. Its services cater to pharmaceutical, biotech, and device sponsorship companies, helping them to streamline trial operations and accelerate the overall research process.

SaaSOptics

Series B in 2019
SaaSOptics is a complete B2B subscription management platform that delivers subscription invoicing and payments, GAAP revenue recognition, subscription management and robust subscription metrics and analytics.  SaaSOptics is a cloud-based solution that enables early stage to enterprise B2B subscription businesses the ability to eliminate their dependency on spreadsheets and streamline their financial operations, reporting and performance metrics.

LiveSource

Venture Round in 2018
LiveSource’s cloud-based supplier collaboration suite specializes in strategic sourcing and supplier performance management, as well as the facilitation of all supplier interactions up and down the supply chain. LiveSource focuses on global manufacturers in highly regulated and complex manufacturing industries and a majority of its revenue is derived from the automotive and aerospace industries.

SaaSOptics

Series A in 2018
SaaSOptics is a complete B2B subscription management platform that delivers subscription invoicing and payments, GAAP revenue recognition, subscription management and robust subscription metrics and analytics.  SaaSOptics is a cloud-based solution that enables early stage to enterprise B2B subscription businesses the ability to eliminate their dependency on spreadsheets and streamline their financial operations, reporting and performance metrics.

Synthio

Series C in 2017
Synthio, Inc. is a B2B contact data platform designed for sales and marketing teams, providing automated services for data cleansing, appending, and origination. Founded in 2011 and based in Atlanta, Georgia, Synthio specializes in making contact data actionable through processes like deduplication, standardization, and strategic augmentation. The platform also features tools for building ideal buyer personas and sourcing new contacts from a global database containing millions of B2B entries. With native integrations into major marketing automation platforms and widely used customer relationship management systems, Synthio caters to the needs of both sales and marketing professionals. Since its inception, Synthio has served over 1,500 customers and was recognized on the INC 500 list of fastest-growing private companies in 2015 and 2016. In November 2016, the company changed its name from Social123 Inc. and now operates as a subsidiary of Vertify, Inc.

QASymphony

Series C in 2017
QASymphony, Inc. is a software company specializing in test management tools and solutions for development and QA teams. Founded in 2011 and headquartered in Atlanta, Georgia, with additional offices in London and Ho Chi Minh City, QASymphony offers the qTest platform, which includes several tools designed to enhance the software testing process. Key offerings include qTest Manager for test case management, qTest Insights for real-time metrics and analytics, qTest Explorer for exploratory testing, qTest Pulse for continuous testing in DevOps environments, and qTest Scenario for agile methodologies. The company serves a diverse clientele, including prominent organizations like Salesforce and Adobe, and emphasizes integration with various issue trackers and test automation tools. QASymphony was acquired by Tricentis GmbH in 2018, further strengthening its presence in the software testing market.

CarePlus

Private Equity Round in 2016
CarePlus Management, LLC specializes in anesthesia management and recruitment services tailored for ambulatory surgery centers. Founded in 2010 and based in Watkinsville, Georgia, the company offers a wide range of services including billing, coding, and collections management, as well as responsibility for equipment and supply purchases. It also provides medical malpractice coverage, training and scheduling for ancillary staff, and support for compliance with state and national certifications such as Medicare and AAAHC. CarePlus manages the day-to-day operations of anesthesia services, including provider scheduling and credentialing processes. Additionally, the company has a FastStart program that facilitates a quick setup for new anesthesia services. CarePlus supports its clients in several states, including Georgia, Texas, South Carolina, Alabama, and Florida, and recruits various healthcare professionals, such as physicians and CRNAs, to meet the staffing needs of its clients.

QASymphony

Series B in 2016
QASymphony, Inc. is a software company specializing in test management tools and solutions for development and QA teams. Founded in 2011 and headquartered in Atlanta, Georgia, with additional offices in London and Ho Chi Minh City, QASymphony offers the qTest platform, which includes several tools designed to enhance the software testing process. Key offerings include qTest Manager for test case management, qTest Insights for real-time metrics and analytics, qTest Explorer for exploratory testing, qTest Pulse for continuous testing in DevOps environments, and qTest Scenario for agile methodologies. The company serves a diverse clientele, including prominent organizations like Salesforce and Adobe, and emphasizes integration with various issue trackers and test automation tools. QASymphony was acquired by Tricentis GmbH in 2018, further strengthening its presence in the software testing market.

LogFire

Series A in 2014
LogFire is made up of two distinct company divisions with one common goal – to help companies extract the full potential of their supply chain. Originally founded in 2007 as a supply chain consulting and professional services firm, based on decades of domain expertise in helping companies around the globe implement traditional warehouse management solutions, LogFire Supply Chain Consulting continues today to help companies that have made large capital investments in traditional and legacy client-hosted third party warehousing solutions or custom systems.
MHES is a mobile healthcare engagement and communications company that provides a proprietary technology platform for patients, providers, payors and pharmaceutical companies to share information around specific disease states. By providing full-service, complementary, turnkey solutions designed specifically for mobile access, MHES provides value to all stakeholders by creating and delivering mobile engagement strategies and corresponding content that initiates shared accountability and active involvement at the point of care with the goal of improved quality, health literacy and clinical outcomes.

Promio

Venture Round in 2013
Promio develops software and mobile applications for retail sectors. The company digitalizes traditional loyalty card system into social media, mobile communication, and marketing engine platform. It offers digital loyalty, mobile communication, mobile marketing, and tracking and reporting solutions. Its digital platform solution enables businesses to track and measure their rewards program; communicate and market to their customers; and send personalized messages and coupons to their mobile phones.

LSN Mobile

Venture Round in 2013
LSN Mobile is a mobile media and advertising company that connects local mobile media with consumers and advertisers in uniquely valuable ways. Representing leading affiliates from networks including ABC, NBC, CBS, Fox and Univision, LSN Mobile has the nation's largest network of local media content and currently offers news, weather, sports and more to over 30 million mobile users in both English and Spanish. LSN Mobile's "Local News, Weather and More" mobile apps for Android, iPhone, and BlackBerry platforms are among the top ten free downloadable local news applications.
Bright Light Systems is an American manufacturer focused on light emitting plasma and LED luminaries. The company provides lighting for harsh operating environments such as ports and harbors, rail and intermodal, aerospace, warehouses, airports, highway, and military. It integrates light emitting plasma luminaries with intelligent lighting controls and data management solutions thereby putting customers in control of their energy expenses, fostering green businesses while delivering cost savings and reducing operational expenses. Bright Light Systems was founded in 2010 and is based in Alpharetta, Georgia.

Bright Light Systems - BSL

Venture Round in 2012
Bright Light Systems is an American manufacturer focused on light emitting plasma and LED luminaries. The company provides lighting for harsh operating environments such as ports and harbors, rail and intermodal, aerospace, warehouses, airports, highway, and military. It integrates light emitting plasma luminaries with intelligent lighting controls and data management solutions thereby putting customers in control of their energy expenses, fostering green businesses while delivering cost savings and reducing operational expenses. Bright Light Systems was founded in 2010 and is based in Alpharetta, Georgia.

MFG.com

Venture Round in 2012
MFG.com, Inc. develops and operates a sourcing marketplace for the manufacturing industry that facilitates interaction between buyers and manufacturers seeking custom parts, textiles, standard components, and assemblies. It offers MFG.com, an online platform system for requesting manufacturing quotes from suppliers; and a solution that enables sourcing professionals and engineers to locate suppliers for CNC machining, injection molding, metal stamping, metal fabrication, and other processes through an online marketplace. The company allows buyers of made-to-order industrial goods and textiles/apparel to create a request for quote complete with their engineering CAD files and technical specifications. It serves manufacturers ranging from small machine shops to large conglomerates. The company was founded in 2000 and is headquartered in Atlanta, Georgia.

Contact At Once!

Venture Round in 2012
Contact At Once! live chat software is the most widely deployed website chat software in the automotive industry. It is used to by Automotive OEM websites, more than 10,000 auto dealers, Edmunds.com, AutoTrader.com, Cars.com, CarsDirect.com, CarSoup.com and others. The company's latest advancement is being first to market with consumer-to-dealer text messaging, known as Mobile Text Connect.

Five Points Healthcare

Venture Round in 2011
Five Points Healthcare is a leading provider of home healthcare and hospice services. Based in Atlanta, Georgia the Company was founded in 2011 by a team of seasoned home health professionals who had a vision to build a new healthcare company that would successfully blend their diverse experiences and create a premier home health and hospice organization. The goal of the founding members was to combine the knowledge and expertise they gained working with large, national home health and hospice companies with the personal touch, focus on patient care and commitment to employees they experienced working with smaller, locally owned companies.

Path-Tec

Venture Round in 2010
Path-Tec, LLC specializes in specimen management solutions, offering a comprehensive range of services that encompass the design, production, distribution, tracking, and auto-replenishment of specimen collection kits. Established in 2005 and based in Midland, Georgia, the company provides both standard and custom kits, along with essential collection and transport supplies. Path-Tec supports laboratories by delivering client supply technology, specimen logistics, and courier management solutions, all tailored to enhance operational efficiency and reduce costs. By addressing the challenges laboratories face in their pre-analytical processes, Path-Tec helps improve client service levels and overall laboratory performance. As a subsidiary of Lab Logistics, Path-Tec is dedicated to enabling laboratories to thrive in the evolving healthcare landscape while maintaining high standards of quality and service.

Preparis

Venture Round in 2009
Preparis, Inc. operates a cloud-based platform focused on mass emergency notification and business continuity planning. The company's services are designed to help organizations mitigate risks, ensure workforce safety, and maintain operational efficiency during crises. Preparis offers a range of solutions, including incident management planning, business impact analysis, IT disaster recovery support, and cybersecurity services. Its platform provides integrated emergency preparedness tools, allowing businesses to prepare for various threats such as natural disasters, workplace violence, and cyber-attacks. Preparis also facilitates training exercises and offers analytical tools to assess organizational readiness. Based in Atlanta, Georgia, the company safeguards over 500,000 individuals and protects more than $185 billion in enterprise value. Founded in 2003 and formerly known as Go2Gear, Preparis operates as a subsidiary of Agility Recovery Solutions, Inc.

SunCrest Healthcare

Venture Round in 2008
SunCrest Healthcare provides home health care services to patients in the United States. It offers physical, occupational, and speech therapies, as well as nursing, home health aide, and medical social services for patients to recover from illness, injuries, and surgical procedures. The company also provides exercise classes, balance/vestibular rehab, walking/cardiovascular programs, senior wellness and fitness, maintenance programs, fall prevention, pain management, wellness and safety screenings, medical monitoring, and chart reviews services in Tennessee, Florida, Georgia, Texas, and the Mississippi. SunCrest Healthcare, Inc. was formerly known as TriStar Healthcare founded in 2005 and is based in Madison, Tennessee.

IPG

Series A in 2007
IPG, founded in 2004 and headquartered in Alpharetta, Georgia, specializes in surgical cost management services aimed at reducing expenses associated with surgical and implant procedures. The company collaborates with health plans, providers, surgical facilities, device manufacturers, and patients nationwide to enhance quality and reduce costs through effective site of care optimization and device selection. By developing market-based solutions in the implantable Device Benefit Management space, IPG enables healthcare providers, manufacturers, and physicians to lower out-of-pocket costs for patients, ultimately delivering tangible value in the healthcare system.

Compliance 360

Series B in 2007
Compliance 360 provides all the components you need to create a comprehensive governance, risk management and regulatory compliance program – reducing risks, improving efficiencies, and enhancing visibility. The company was formerly known as HealthFlash, Inc. and changed its name to Compliance 360, Inc. in November 2003. The company was founded in 2000 and is headquartered in Alpharetta, Georgia.

Regency Hospice

Venture Round in 2006
Regency Hospice is an affiliate of Curo Health Services, offering compassionate hospice care, with clinical excellence, to more than 650 patients and families in Georgia, Florida, Andrews, North Carolina and South Carolina. Their goal is to enrich the quality of life as life’s journey nears its completion. Through supportive, loving, comfort care they offer patients and their families comfort for body, mind and spirit.

Bruder Healthcare

Venture Round in 2006
Bruder Healthcare Company, Inc. specializes in manufacturing and marketing thermal pain management products for both medical professionals and consumers. Established in 1986 and headquartered in Alpharetta, Georgia, the company offers a diverse range of therapeutic and analgesic solutions designed to address both chronic and acute pain naturally. Its product lineup includes microwave-activated moist heat wraps, solid-state heating pads, first aid pads, and topical products, among others. Bruder Healthcare's offerings are effective in alleviating pain related to post-operative recovery, rehabilitation, injuries, muscle sprains and strains, as well as chronic conditions like arthritis, tendonitis, and fibromyalgia. The company’s products are utilized in various settings, including clinics, institutions, and homes globally, reflecting its commitment to enhancing the quality of life for individuals suffering from pain.