Fulcrum Equity Partners

We are proud to announce our oversubscribed Fulcrum Fund V, the largest to date closing at $372M. Fulcrum's original target aimed for $300M with a $350M hard cap, but due to investor demand, the Partners decided to increase the hard cap to accommodate new Limited Partners.   “We owe a debt of gratitude to all the founders and executives we invested in through our prior funds who have built and sold amazing businesses. Without them, we would not be oversubscribed in the current fundraising environment,” says Fulcrum Founding Partner Frank X. Dalton.    Learn more about Fund V in our press release, or in the video below: https://bit.ly/3Tuq7RA Frank X. Dalton Thomas Greer Jim Douglass Philip Lewis Chad Hooker

#Founders - as you wind down 2024 and gear up for 2025, you may be considering your next fundraise. Choosing the right capital partner can make or break your business. Enter Principal F. Peter Franconi's latest series, which covers the ins and outs of finding your company's perfect match, including: 1) Investment Criteria: matching metrics and investment requirements 2) Industry Experience: soothing your company’s growing pains with your VC's industry experience 3) Operating Experience: building an empathetic relationship with investors who have operating backgrounds 4) Collaboration - finding a capital partner that shares your vision and values 5) Exit Planning - leveraging your venture capital partner’s experience to prepare for and successfully complete an exit The link to the series overview can be found below 👇

Setting up a customer advisory board may seem like a daunting task. Our Senior Associate, Aliraza (Ali) Momin, shares the tips and tricks for setting up a healthy relationship with your largest customers. These insights hail directly from our portfolio companies with successful CAB programs ranging from virtual feedback calls with influential clients to exclusive annual events. Let us know your thoughts in the comments below👇

Congratulations to the whole Tricentis team! We are looking forward to the next chapter of growth 👏

🌟 Exciting News! 🌟 We’re thrilled to announce that Virtuous has been recognized on the Deloitte Technology Fast 500 list! 🎉 This prestigious ranking celebrates the fastest-growing technology companies in North America, and we’re honored to be included among such innovative organizations. This milestone reflects the passion, hard work, and dedication of our entire team and the amazing nonprofit partners we have the privilege to serve. At Virtuous, we’re committed to empowering generosity and creating a world where every nonprofit can grow its impact. 💙 #Virtuous #Fast500 #Innovation #Generosity

HELLO NORTH CAROLINA!! Summit Spine and Joint Centers, a minimally invasive spine platform, acquires North Carolina-based Integrated Pain Solutions and we are so excited to begin to provide the highest level of care to patients there that are suffering from pain. Click on the link below to read more!! #valuebasedcare #patient1stphysician1storganization #HereWeGrowAgain https://lnkd.in/eCeP6iU5

Excited to share my thoughts on the Constructing A Resilient Tech Stack for Enhanced Operations panel as well as presenting on Training and Managing a Neurodiverse Workplace! https://lnkd.in/e5WN48r8 #InvestOps #InvestOpsConnect InvestOps

🔊 Big News in Retail Media! Kevel is proud to partner with the world’s largest home improvement retailer to in-house its retail media technology for Orange Apron Media by The Home Depot. This collaboration is about equipping brands with more control over their ad platforms while enhancing customer experiences. Check out the full article in The Retail Bulletin to see how Kevel is driving innovation in retail media https://lnkd.in/d699Gijs #Kevel #RetailMedia #AdTech #Innovation #Partnerships

The hiring market for GTM leaders is still rough. Due to macroeconomic and political volatility, too many factors are outside your control. What is still in your control? How you take charge of your job search. ATL Pavilion is partnering with JM Search for an exclusive happy hour & panel discussion tomorrow for GTM executives. We will discuss: ✅ How to navigate the latest market trends, including findings & implications from JM Search’s 2024 GTM Executive Leadership Study ✅ What the modern exec recruiting process looks like & how to engage, what to expect, & what to avoid ✅ Advice from the VC/PE investor’s seat Nicole Wojno Smith will be moderating an all-star panel that includes Junior Gaspard of Fulcrum Equity Partners and Scott May of JM Search. We have a few seats for non-Pavilion GTM executives. DM me if you want to join!

Did you receive our Q3 email update last week? We circulate a recap of everything we and our portfolio companies have been up to for the quarter, every quarter. Check out our most recent Q3 review, and make sure to stay in the know by signing up here 👉 https://lnkd.in/emdhaEgm