withfulcrum

withfulcrum.com · New York City, United States of America

Withfulcrum is a software company that provides a platform for private equity and other investors to manage portfolio company data, track performance, and streamline reporting. Its solution centralizes financial and operational metrics to give deal and operating teams better visibility into value creation. The company generates revenue through subscription fees for access to its SaaS platform and related services.

  • Business Intelligence & Dashboards
  • Data Integration & ETL
Revenue
$1.5M
Employees
15
Founded
2021
Headquarters
New York City, United States of America

What 12 Arbolus experts think of withfulcrum

NPS scores cluster between 7 and 9, showing solid satisfaction, with 67% reporting intent to renew and 33% unsure. Most deployments are in pilot or less-than-one-year stages, with a minority established for more than a year. Experts highlight substantial efficiency gains, strong insurance workflow fit, and operational ROI as sentiment drivers. Main concerns are gaps in workflow integration, lack of real-time process automation, and pricing transparency. Overall, customer sentiment is: Positive.

Who reviewed withfulcrum

Total customers 12 12 current · 0 former
Reviews growth +12 in six months
Seniority of respondents
  • C-Suite 100% (12)
Generalist Manager C-Suite NPS 9
Marketing Leader C-Suite NPS 8 Will renew
Executive C-Suite NPS 7 Will renew

Employer names and spend open in the full report, along with the other 9 customers.

Everything 12 customers told us about withfulcrum.

Employer names, spend, renewal intent and every written answer behind the numbers on this page.

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Sentiment

16 Net Promoter Score, from 12 scored reviews
  • Promoters 2
  • Passives 10
  • Detractors 0

Cumulative NPS by month

+1 over 3 months
  • Jun 7
  • Jul 8
  • Sep 8

Net Promoter Score across 9 reviews, accumulated up to each month. Category median 30 across 9 companies.

Praised

  • Insurance-Specific Functionality
  • Operational Efficiency and Time Savings
  • Modernization Without Core Disruption
  • Client-Facing Proposal Generation

Criticised

  • Pricing and Reporting Transparency
  • Integration and Adoption Dependence
  • Manual Data Aggregation Bottlenecks
  • Workflow Fragmentation and Dropoff

What customers say

Insurance-Specific Functionality
“The strengths are its insurance-focused workflows, delivering efficiency and letting our team handle more business without needing to scale headcount equally.”
Operational Efficiency and Time Savings
“This tool turned what was 30 minutes of manual work into 5 minutes for producers, which has made a major difference in our workflow.”
Modernization Without Core Disruption
“It allowed us to modernize digital interfaces without multi-year core replacements, offering rapid speed to market and immediate wins.”

Renewal intent

Plan to renew 67%
  • Will renew 6
  • Undecided 3
  • Not renewing 0

Plan to renew, by seniority

  • C-Suite 71% 7 answers
  • Not specified 50% 2 answers
  • 7.8/10 Average score from customers who will renew
  • 7/10 Average score from undecided customers

Top alternatives

Most weighed by withfulcrum customers

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