Fulcrum Funds, LLC is a San Francisco based private equity firm founded in 2004 with the distinguishing strategy of focusing on the social impact of its portfolio companies, while simultaneously pursuing above-market financial returns for its limited partners.

Fulcrum targets technology and service companies that address significant improvements in the environment and healthcare. Some of the most visible social issues that society is facing, healthcare and the environment, also present some of the greatest financial opportunities given the current demographic, policy and consumer trends. Management has identified several sub-segments within these areas that are highly levered to these favorable macro trends and also appear underserved by current capital sources.

We believe that today’s social and economic issues have a way of becoming tomorrow’s economic challenges. Investing in companies that are dedicated to meeting the demands of the future is more than just a matter of "doing the right thing" – it also makes good business sense.

While delivering strong, above market returns to its limited partners remains the unequivocal responsibility of Management, every opportunity must also pass Fulcrum’s “Social Hurdle Rate,” the baseline by which social return on investment is defined. Each investment is expected to deliver social benefit through its business model or operating activities. Additionally, Management bolsters social return on capital through a contribution of a meaningful portion of its carry. This portfolio approach continues to have significant social impact in the target areas and is also enhancing financial returns in its early investments.