Fulcrum

Fulcrum investment thesis

01 Investment themes . Our investment themes reflect where we see durable demand and genuine opportunity. We focus on domains where the need is well understood, adoption is accelerating, and specialist capital can make a meaningful difference. Defence We back technologies that enhance national and allied security across land, sea, air, cyber and electromagnetic domains. Examples include: Autonomy, advanced sensing, secure communications, C5ISR, counter UAS, electronic defence systems, and mission-critical software. Why it matters: Modern defence increasingly depends on software-enabled, interoperable systems. Across NATO, Europe and Canada, budgets are growing and priority lists are long, but capability gaps remain. This creates space for focused, well supported technology companies. Criti

Fulcrum team (1)

Partners and principals at Fulcrum:

• John Clark — sweet spot $3M

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