This week David is interviewing Jim Douglas who is a Managing Partner at Fulcrum Equity based in Atlanta, Georgia. Fulcrum is a growth equity platform that focuses on software technology and healthcare services in undercapitalized markets. Jim has been actively investing for years and I am truly fortunate to have him on the show.

Prior to joining Fulcrum, Jim was CEO of Vesdia, a pioneer in loyalty and card-linked marketing for financial services, airline, and hospitality companies, which merged with Cartera Commerce and sold to Raketun. Before Vesdia, he served as CEO for Atlanta-based Visionary Systems, Inc. (VSI), a provider of decision systems for credit providers and retailers that was sold to Trans Union. Prior to these roles, Jim served as the Executive Vice President of Corporate Development and Chief Financial Officer with CheckFree Corporation, the leading provider of electronic billing and payment services to financial institutions. He has also held the role of Vice President and Corporate Controller of Medaphis Corporation, a leading provider of medical billing and management software and services for physicians and hospitals. He began his career with KPMG in the Financial Services practice after graduating with a BBA in Accounting from Georgia State University.

Jim is currently a board member of Kobiton, Dropoff, SureFire Local, Kevel, Digital Hands, Vertify, and GoPivot. He has also served on boards supporting the growth of successful Fulcrum exits in Fattmerchant, QASymphony, Prevalent, LogFire, ALS Resolvion, and outside of Fulcrum GroBanking, FactorTrust, and Paymentus. In the community, Jim sits on the boards of Venture Atlanta, ACG (Association for Corporate Growth), and UNICEF Southeast Region.  

What You Will Learn:

Growth Equity Strategies

Capital Efficiency and Valuation

Diversifying a Portfolio with Services and Software

Investing Through Market Cycles