Fulcrum Financial Partners

Investment approach

Thesis

At Fulcrum, we believe in investing towards a better future.  Our philosophy guides our investment process, and accordingly we favor venture candidates whose potential includes not only positive financial returns, but also positive societal returns.  We look for companies that can make money and contribute to making the world a better place.  Finally, we recognize that, historically, the venture community has a poor track record of financing projects in under-served communities.  At Fulcrum, we support women and minority-owned and managed businesses and encourage qualified venture candidates to consider us as potential investment partners.Source (opens in a new tab)

Leads rounds

Sometimes

Lead policy

Fulcrum Financial Partners has led or participated in financing rounds for technology spin-offs from Duke University, UNC, and NC State University, as well as other regional and national universities.

Takes board seats

Yes

Board policy

He has over twenty-five years experience as a portfolio manager and has held corporate board director and observer positions at portfolio companies.

Eligibility

While we will consider any company with an innovative and useful product or service, we are especially focused on companies founded by women and minority entrepreneurs.

Investing status notes

We are always looking for companies that are technically innovative and create useful products or services that are beneficial to humanity at large.