Fulcrum Equity Partners

Fulcrum Equity Partners, Inc. is a private equity and venture capital firm founded in 2006 and headquartered in Atlanta, Georgia, with an additional office in St. Petersburg, Florida. The firm specializes in investing in high-growth, emerging companies across various sectors, including software as a service (SaaS), technology-enabled services, healthcare services, and healthcare IT. Fulcrum typically invests between $5 million and $25 million in companies that generate annual revenues of $3 million to $75 million and have EBITDA ranging from $1 million to $10 million. The firm focuses on both control and non-control investments, aiming to support internal growth initiatives, acquisitions, management buyouts, and recapitalizations. Fulcrum seeks to invest in companies exhibiting an annual growth rate exceeding 20 percent and prefers to hold investments for three to five years. With a team that boasts over 125 years of combined experience in various fields, Fulcrum has successfully invested in over 30 companies, raising more than $280 million across its funds.

Frank Dalton

Founder and Partner

James Douglass

Partner

Alston Gardner

Founder and Managing Partner

Thomas Greer

Founder and Partner

Hooker, Chad

Vice President

Lewis, Philip

Partner

Jeffrey Muir

Founder and Partner

Patrick Rowland

Associate

Connor Winn

Vice President

Past deals in FSU

Kobiton

Venture Round in 2021
Kobiton, Inc. is a mobile testing platform designed to enhance the delivery and testing of mobile applications. Founded in 2016 and headquartered in Atlanta, Georgia, the company provides developers with access to real iOS and Android devices for both manual and automated testing. Kobiton’s platform enables developers to run scripts, identify issues in real-time, and maintain control over various mobile features such as multi-touch and GPS. It also offers an AI-enabled, scriptless testing environment to ensure applications function correctly across different device models. By facilitating improved quality and faster time-to-market, Kobiton aims to reduce application abandonment and enhance the overall user experience. Additionally, the company has offices in San Francisco and Ho Chi Minh, Vietnam.

Florence Healthcare

Series C in 2021
Florence Healthcare, Inc. is a company that specializes in developing software tools for managing and monitoring clinical trial data. Founded in 2014 and headquartered in Atlanta, Georgia, the company offers the CloudBinder Suite, which streamlines data management for clinical sites and facilitates centralized and remote monitoring for sponsors. Additionally, Florence provides CloudBinder Redaction software, allowing clients to easily upload documents, redact patient information, and share these documents with sponsors and contract research organizations (CROs). The company's solutions are designed to replace traditional paper-based processes, advancing clinical research for pharmaceutical, biotech, and device sponsorship companies.

Kobiton

Series A in 2020
Kobiton, Inc. is a mobile testing platform designed to enhance the delivery and testing of mobile applications. Founded in 2016 and headquartered in Atlanta, Georgia, the company provides developers with access to real iOS and Android devices for both manual and automated testing. Kobiton’s platform enables developers to run scripts, identify issues in real-time, and maintain control over various mobile features such as multi-touch and GPS. It also offers an AI-enabled, scriptless testing environment to ensure applications function correctly across different device models. By facilitating improved quality and faster time-to-market, Kobiton aims to reduce application abandonment and enhance the overall user experience. Additionally, the company has offices in San Francisco and Ho Chi Minh, Vietnam.

Florence Healthcare

Series B in 2019
Florence Healthcare, Inc. is a company that specializes in developing software tools for managing and monitoring clinical trial data. Founded in 2014 and headquartered in Atlanta, Georgia, the company offers the CloudBinder Suite, which streamlines data management for clinical sites and facilitates centralized and remote monitoring for sponsors. Additionally, Florence provides CloudBinder Redaction software, allowing clients to easily upload documents, redact patient information, and share these documents with sponsors and contract research organizations (CROs). The company's solutions are designed to replace traditional paper-based processes, advancing clinical research for pharmaceutical, biotech, and device sponsorship companies.

SaaSOptics

Series B in 2019
SaaSOptics, LLC is a cloud-based subscription management platform designed for B2B software-as-a-service and subscription-based businesses. Founded in 2009 and headquartered in Peachtree Corners, Georgia, the company provides solutions that simplify financial operations and enhance visibility into performance metrics. Its platform facilitates a range of functions, including subscription and order management, revenue recognition, e-invoicing, payment collection, and comprehensive financial reporting. By streamlining these processes, SaaSOptics helps businesses at various stages of growth eliminate reliance on spreadsheets and improve operational efficiency. The company serves clients across the United States, Canada, and Europe, catering to both early-stage companies and established enterprises.

LiveSource

Venture Round in 2018
LiveSource, Inc. is a provider of cloud-based supplier management solutions tailored for manufacturers in highly regulated industries such as automotive, aerospace, and defense, as well as medical sectors. Founded in 2018 and headquartered in Atlanta, Georgia, the company offers a platform that consolidates various business processes, including supplier risk management, sourcing, tooling management, part quality, and program management. Its services encompass strategic sourcing, which includes requisitions, e-sourcing, cost analysis, and savings tracking, as well as comprehensive supplier management features like onboarding, compliance, and contract management. LiveSource aims to facilitate supplier interactions throughout the supply chain, helping clients mitigate risks, reduce costs, and enhance service quality.

SaaSOptics

Series A in 2018
SaaSOptics, LLC is a cloud-based subscription management platform designed for B2B software-as-a-service and subscription-based businesses. Founded in 2009 and headquartered in Peachtree Corners, Georgia, the company provides solutions that simplify financial operations and enhance visibility into performance metrics. Its platform facilitates a range of functions, including subscription and order management, revenue recognition, e-invoicing, payment collection, and comprehensive financial reporting. By streamlining these processes, SaaSOptics helps businesses at various stages of growth eliminate reliance on spreadsheets and improve operational efficiency. The company serves clients across the United States, Canada, and Europe, catering to both early-stage companies and established enterprises.

Synthio

Series C in 2017
Synthio is the first of its kind Data as a Service platform that automates the cleansing, standardization, and synthesis of contact data to make it actionable for immediate use. From merging non-standard or free-form data into a single usable dataset, to deduplication, standardization, strategic augmentation, or simply understanding more about your own data through a data health analysis, Synthio meets every data need of the modern marketer. They even have an automated tool that builds your ideal buyer personas and then finds net-new contacts that match the persona in their Global Database with Millions of B2B contacts. With native integrations into major marketing automation platforms and into the most widely used CRM, their solution is fit for both sales and marketing professionals. Synthio has served over 1,500 customers since its inception in 2011, and was also named to the INC 500 list of fastest growing private companies 2 years in a row in 2015 and 2016.

QASymphony

Series C in 2017
QASymphony is a leading agile software company that provides enterprise test case management and exploratory testing solutions for development and QA teams. QASymphony's qTest Platform helps companies create better software by improving speed, efficiency, collaboration and analysis during the testing process. The company has over 400 customers across 20 countries including Salesforce, Barclays, Adobe, Samsung, Verizon and Office Depot. QASymphony was recently selected by Gartner as a "Cool Vendor in Application Development" and by Red Herring as a "Global Top 100 Winner". The company is headquartered in Atlanta, GA. Background and History: QASymphony was founded in June 2011. QASymphony was co-founded by Vu Lam, CEO and Josh Lieberman. The company has it’s headquarters in Atlanta, GA, with additional offices in Dublin, CA and Ho Chi Minh City, Vietnam.

CarePlus

Private Equity Round in 2016
CarePlus Management, formed in February of 2010, provides superior anesthesia management and recruitment exclusively for ambulatory surgery centers. Our team’s combined experience in anesthesia and practice management makes us uniquely qualified to understand the complexities, anticipate the needs and efficiently manage each aspect of ambulatory anesthesia.

QASymphony

Series B in 2016
QASymphony is a leading agile software company that provides enterprise test case management and exploratory testing solutions for development and QA teams. QASymphony's qTest Platform helps companies create better software by improving speed, efficiency, collaboration and analysis during the testing process. The company has over 400 customers across 20 countries including Salesforce, Barclays, Adobe, Samsung, Verizon and Office Depot. QASymphony was recently selected by Gartner as a "Cool Vendor in Application Development" and by Red Herring as a "Global Top 100 Winner". The company is headquartered in Atlanta, GA. Background and History: QASymphony was founded in June 2011. QASymphony was co-founded by Vu Lam, CEO and Josh Lieberman. The company has it’s headquarters in Atlanta, GA, with additional offices in Dublin, CA and Ho Chi Minh City, Vietnam.

LogFire

Series A in 2014
LogFire is a company that focuses on enhancing supply chain efficiency through two key divisions. Established in 2007, it began as a consulting and professional services firm specializing in traditional warehouse management solutions, leveraging extensive industry expertise to assist clients with substantial investments in legacy and custom warehousing systems. In addition to its consulting services, LogFire has developed a multi-tenant, cloud-based inventory platform that supports supply chain execution, warehouse management, and fulfillment services. This platform caters to a diverse clientele, including manufacturers, wholesalers, retailers, e-commerce companies, and logistics service providers, enabling them to effectively manage their workforce and streamline operations.
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. operates a sourcing marketplace tailored for the manufacturing industry, connecting buyers with manufacturers of custom parts, textiles, and standard components. The platform facilitates the request for quotes from suppliers, allowing users to submit engineering CAD files and technical specifications for made-to-order goods. MFG.com specializes in various manufacturing processes, including CNC machining, injection molding, metal stamping, and metal fabrication. It serves a diverse range of manufacturers, from small machine shops to large corporations. Founded in 2000 and headquartered in Atlanta, Georgia, MFG.com is recognized for its extensive global network of contract manufacturers and the qualitative insights it provides on supplier performance, enabling sourcing professionals and engineers to make informed decisions when selecting suppliers. The platform is designed to streamline the sourcing process, helping buyers efficiently locate and evaluate suitable manufacturing partners while ensuring visibility within the industry's various discovery channels.

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, located in Atlanta, Georgia, is a prominent provider of home healthcare and hospice services. Founded in 2011 by experienced professionals in the home health sector, the company aims to create a premier organization by integrating the expertise gained from large national providers with the personalized care characteristic of smaller, locally owned entities. The range of services offered includes skilled nursing, physical and occupational therapy, home health aide support, medical social services, spiritual counseling, and speech therapies. Five Points Healthcare emphasizes a commitment to patient care and employee satisfaction, striving to deliver high-quality healthcare in the comfort of patients' homes.

Path-Tec

Venture Round in 2010
Path-Tec has been delivering innovative specimen and client management solutions since 2005, and they understand the challenges that laboratories encounter with their pre-analytical processes. Their client support solutions include supply and kit management, inventory management, specimen and supply logistics, and client management technology. When partnering with Path-Tec, laboratories benefit from their specimen management expertise to reduce costs, improve client service levels, and improve overall operational efficiency. They are committed to helping your laboratory thrive in today’s changing healthcare landscape without sacrificing quality or service.

Preparis

Venture Round in 2009
Preparis, Inc. operates a cloud-based platform focused on emergency notification and business continuity planning, enabling organizations to mitigate risks and ensure the safety of their workforce. The company offers a comprehensive range of services, including business continuity services such as incident management planning, business impact analysis, and IT disaster recovery support. Preparis also provides safety services, which encompass emergency action planning and fire prevention training. Additionally, the company offers cybersecurity services that include cyber incident response planning and vulnerability assessments. Preparis equips businesses with analytical tools to evaluate their preparedness and features an emergency text messaging system for employee alerts. Founded in 2003 and based in Atlanta, Georgia, Preparis was previously known as Go2Gear, Inc. and became a subsidiary of Agility Recovery Solutions, Inc. in 2019.

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 is a provider of Surgical Cost Management Solutions in the US, IPG is delivering on its mission of improving the quality and affordability of surgical care. The $155+ Billion Medical Device Market is highly fragmented and many players in this rapidly growing market sometimes have misaligned and competing incentives and priorities. This is why such significant cost variation exists when it comes to surgical care. Additionally, the selection of the specific device and the location where the procedure is performed dramatically impacts the total cost of care. This all leads to higher than necessary surgical costs. IPG works closely with their health plan partners to provide transparency on surgical costs, robust analytics and the necessary device and site of care expertise needed to better navigate and manage this complex and growing area of healthcare. With IPG’s programs, patients receive more affordable, high quality surgical care. IPG works with the leading national and regional health plans across the country, representing over 100 million lives. We have partnerships with thousands of surgery centers and hospitals nationally, and a breadth of contracted device manufacturers covering virtually all devices. When a surgical procedure with an implant is performed, such as a knee replacement, rotator cuff repair or spinal fusion, IPG aligns incentives and provides in-depth analytics, expertise and solutions that assist in driving the right device selection, at the right cost and at a more cost effective and high-quality site of care, resulting in improved quality while significantly reducing surgical costs for health plans and their members.

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, an affiliate of Curo Health Services, specializes in providing compassionate hospice care to over 650 patients and families across Georgia, Florida, and the Carolinas. The organization is dedicated to enhancing the quality of life for individuals facing life-limiting illnesses, offering supportive care that addresses the physical, emotional, and spiritual needs of patients and their caregivers. By focusing on clinical excellence and connecting families with community resources, Regency Hospice aims to create a comforting environment that alleviates anxiety and fosters dignity during life's final journey.

Bruder Healthcare

Venture Round in 2006
Bruder Healthcare Company, Inc. specializes in the manufacture and marketing of thermal pain management products for both medical professionals and consumers. Founded in 1986 and headquartered in Alpharetta, Georgia, the company offers a diverse range of therapeutic and analgesic items designed to manage chronic and acute pain naturally. Its product lineup includes microwave-activated moist heat wraps, solid-state heating pads, topical pain relief products, and ophthalmic surgical instruments. Bruder Healthcare's offerings are effective for treating various conditions, such as post-operative pain, muscle sprains, arthritis, and fibromyalgia. These products are utilized in clinics, institutions, and homes worldwide, reflecting the company's commitment to providing safe and effective pain management solutions.
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