About Fulcrum Collective

We work inside the gap between strategic intention and operational reality.

Fulcrum Collective helps growth-stage businesses build the operational infrastructure that founder hustle alone can't provide. Two decades working alongside leaders scaling past $1M, designing systems that carry them, intelligence that learns from them, and platforms built for how they actually work.

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$1M–$20M
Revenue range we work in
100%
Engagements led personally by our founder
Senior-only
No junior staff on any engagement
No handoffs
The team you meet builds your engagement
Why We Exist

Most founders we work with are carrying more than they should. The decisions, the client knowledge, the institutional memory: it all runs through one person, and the business can't fully scale until that changes.

We exist because we've seen what happens when it does change. We sit inside the work, build the systems that carry the leverage, and stay until they compound. The goal is always a business that no longer needs us.

What We Stand For

The way we work, not just the work we do.

Infrastructure over inspiration.

We build the operational layer that makes strategy executable and stay until it runs without us.

Principals do the work.

The team you meet is the team that builds. No account staffing, no hand-offs.

Find the leverage point first.

We find what's underneath the problem before recommending anything. Highest leverage, not most impressive.

Stay until it compounds.

Engagements end when the system can carry itself. Not when the contract expires.

Leadership

The core team.

Joe Reed
Joe Reed
Founder & CEO

Joe built Fulcrum after spending two decades working inside the operations of scaling organizations. He created Vantage after watching high-performing teams lose critical knowledge every time someone left or a decision went unrecorded. He leads every client engagement personally.

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Jason Ott
Jason Ott
Co-Founder, CTO

Jason leads technology strategy and custom platform development for every Fulcrum engagement. He specializes in turning complex operational requirements into systems that actually get used. He has built custom platforms across SaaS, professional services, and nonprofit verticals.

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Sarah Kilawee
Sarah Kilawee
Director of Advisory

Sarah works at the intersection of strategy, systems, and execution. She spent eighteen years inside large-scale organizations, leading cross-functional programs, architecting operational infrastructure, and translating complex strategies into plans that actually get implemented. She brings the rigor of enterprise program management to growth-stage businesses, and stays until the work is running without her.

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Steph Lodge
Steph Lodge
Director of Operations

Steph brings 10+ years of operational leadership to Fulcrum. Her background spans multimillion-dollar budget management and cross-functional teams across scaling startups. She builds the systems that keep the portfolio running cleanly while protecting leadership time for the work that matters most.

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Start Here

One conversation. We will tell you where the leverage is.

A direct conversation about your business, where friction is highest, and what the highest-leverage next move looks like. If we are not the right fit, we will say so.