# Fulcrum Equity Partners: portfolio, investments and team > Fulcrum Equity Partners is a vc firm based in United States. 19 investments on record, 2 in the last 12 months, latest Oct 2026. Source: https://millionrounds.com/fund/fulcrum-equity-partners (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Fulcrum Equity Partners Last cheque observed Oct 2026; 19 cheques on record. Email VC firm Deploying now Series A Series B Growth B2B Smbs Small And Medium Businesses Follow Fulcrum Equity Partners and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Ffulcrum-equity-partners) Deploying now **100%** of best year **2** **cheques in 12 months**, 19 on record Since the last cheque **16** days **00** hrs **00** min **00** sec Median round **$12M** Cheque size, as they say **$5.0M – $30M** Rounds led **4 of 19** Sole investor **9 rounds** Exits **1 from the portfolio** Mostly in **United States, 95%** Pitch Fulcrum Equity Partners ## Fulcrum Equity Partners highlights - 01 2 cheques in the last 12 months - 02 Mostly Series B and Growth: 60% of its rounds - 03 Sole investor in 9 rounds, median $5.0M - 04 1 exits from the portfolio ## What they do > We invest $5-35M of equity in minority and majority growth opportunities. From their own website - **Type:** VC firm (from a list, unverified) - **Cheque size:** $5.0M – $30M as they say - **Stages:** Series A Series B Growth - **Sectors:** B2B Smbs Small And Medium Businesses - **Based in:** Sandy Springs, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **19 appearances** - **2026** 2 rounds - **Oct** **[Kevel](https://millionrounds.com/company/kevel)** Growth · US · Pulse 2.0 **$52M** With 4 others - **Mar** **[MedScout](https://millionrounds.com/company/medscout)** Growth · US · LiveOak Ventures **$10M** *Led* - **2025** 1 round - **Oct** **Reflectiz** Series B · IL · TechStartups **$22M** *Led* - **2019** 4 rounds - **Oct** **[Florence](https://millionrounds.com/company/florence)** Series B · US · Newswire **$7.1M** *Led* - **Oct** **[SaaSOptics](https://millionrounds.com/company/saasoptics)** Debt · US · FinSMEs **$12M** With 1 other - **Jul** **[Digital Hands](https://millionrounds.com/company/digital-hands)** US · Msspalert **$15M** Sole investor - **Jul** **[Stratasan](https://millionrounds.com/company/stratasan)** US · FinSMEs **$26M** *Led* - **2018** 1 round - **Jul** **[Fattmerchant](https://millionrounds.com/company/fattmerchant)** Series C · US · FinSMEs **$11M** Sole investor - **2017** 1 round - **Oct** **[Fattmerchant](https://millionrounds.com/company/fattmerchant)** US · FinSMEs **$5.5M** Sole investor - **2015** 1 round - **Nov** **[PhishLabs](https://millionrounds.com/company/phishlabs)** Series B · US **$7.0M** Sole investor - **2014** 3 rounds - **Jun** **[LogFire](https://millionrounds.com/company/logfire)** Series A · US **$8.3M** With 1 other - **Jun** **[Prevalent Networks](https://millionrounds.com/company/prevalent-networks)** Venture · US **$4.0M** Sole investor - **May** **[Addiction Campuses of America](https://millionrounds.com/company/addiction-campuses-of-america)** Series A · US **$3.8M** With 1 other - **2013** 2 rounds - **Aug** **[RivalHealth](https://millionrounds.com/company/rivalhealth)** Growth · US · finsmes.com **$3.0M** Sole investor - **Apr** **[LSN Mobile](https://millionrounds.com/company/lsn-mobile)** Growth · US · ca.finance.yahoo.com **$5.0M** Sole investor - **2012** 2 rounds - **Aug** **[Medical Direct Club](https://millionrounds.com/company/medical-direct-club)** Series B · US · pevc.dowjones.com **$5.0M** Sole investor - **May** **[Contact At Once!](https://millionrounds.com/company/contact-at-once)** Venture · US · finsmes.com **$3.0M** Sole investor - **2011** 1 round - **Jun** **[Regenesis Biomedical](https://millionrounds.com/company/regenesis-biomedical)** Series C · US · finsmes.com **$5.3M** With 2 others - **Undated** 1 round - **-** **[Supply Wisdom](https://millionrounds.com/company/supply-wisdom)** Series B · US · Firms' own news pages **Undisclosed** With 3 others An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **7 named** AM **Amy M Mccullough** CFO i Form ADV CT **Chad Thomas Hooker** Principal i Form ADV FX **Frank X Dalton** Vp i Form ADV JD **James Douglass** Vp i Form ADV JS **Jeffrey S Muir** President i Form ADV PA **Philip Austin Lewis** Vp i Form ADV TL **Thomas L Greer** Vp i Form ADV We also hold **22** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$1.2B** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** Fulcrum Equity Partners, Inc. - **SEC number:** CRD 163489 ## What they claim to have backed From their own portfolio page (on their website) **1** of 3 we have independently watched raise [Fulcrum Named to](https://millionrounds.com/company/axial) Nashvillepost Reflectiz a Top Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded. ## Exits from the portfolio Companies it backed that were later bought or listed **1 in all** **[Contact At Once!](https://millionrounds.com/company/contact-at-once)** Bought by [LivePerson](https://millionrounds.com/fund/liveperson) **$65M** Nov 2014 An exit counts when it came after the firm's first round in the company. From historical deal records. ## The cheque Series A Series B Growth Median round joined **$12M** the round, not its cheque Alone, median **$5.0M** Led 4 of 19 rounds **21%** - **Said size:** $5.0M – $30M - **Sole investor:** 9 rounds - **Last cheque:** Oct 2026 - **Exits:** 1 from the portfolio Rounds by stage said on their site - Series B said *5* - Growth said *4* - Series A said *2* - Venture *2* - Series C *2* Cheques by month Led Joined Dec 2023 Nov 2026 **Pitching Fulcrum Equity Partners?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Recently backed The latest companies Fulcrum Equity Partners put money into. [**Kevel** $52M · Oct 2026](https://millionrounds.com/company/kevel)[**MedScout** $10M · Mar 2026](https://millionrounds.com/company/medscout)[**SaaSOptics** $12M · Oct 2019](https://millionrounds.com/company/saasoptics)[**Digital Hands** $15M · Jul 2019](https://millionrounds.com/company/digital-hands)[**Supply Wisdom**](https://millionrounds.com/company/supply-wisdom) ## Mentioned on podcasts Episodes that name Fulcrum Equity Partners in their description, not their title. - [The Full Ratchet](https://millionrounds.com/podcasts/full-ratchet) 1 Jun 2020 · 40 min 228. Crisis Coverage w/ Jim Douglass - Pandemic Effects on B2B SaaS and Healthcare -- Total $ Invested, Multiples, and the Exit Environment With [Jim Douglass](https://millionrounds.com/person/jim-douglass) Mentions [Fulcrum Equity Partners](https://millionrounds.com/fund/fulcrum-equity-partners)[Byron Deeter](https://millionrounds.com/person/byron-deeter) Apple PodcastsShow page ## Quick answers about Fulcrum Equity Partners ### What does Fulcrum Equity Partners invest in? Fulcrum Equity Partners invests most often at Series B and Growth (60% of the rounds on record), in sectors such as B2B, Smbs and Small And Medium Businesses. ### How active is Fulcrum Equity Partners? 19 investments on record, 2 of them in the last 12 months, and it led 4. The most recent was in Oct 2026. ### What has Fulcrum Equity Partners invested in recently? Its most recent investments on record: Kevel (Growth, Oct 2026), MedScout (Growth, Mar 2026) and Reflectiz (Series B, Oct 2025). ### How big are Fulcrum Equity Partners's cheques? The median round it joins is $12M. It says it writes cheques of $5.0M to $30M. ### Does Fulcrum Equity Partners lead rounds? Yes: it led 4 of its 19 investments on record (21%). ### Where does Fulcrum Equity Partners invest? Most of the companies it backs are in the United States (95%) and Israel (5%). ### Is Fulcrum Equity Partners investing now? Yes: it is actively investing, with 2 investments in the last 12 months. ### What kind of investor is Fulcrum Equity Partners? Fulcrum Equity Partners is a VC firm based in Sandy Springs, United States. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. 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