JB

Joseph Beard

Founder of CollateralEdge

Dallas, Texas

Overview 

Joseph Beard is the Co-Founder & CEO of CollateralEdge in Dallas, Texas. With a background in investment banking and corporate finance, he has successfully led CollateralEdge and previously co-founded Venture Dallas, showcasing expertise in business development and mergers & acquisitions. Beard's career highlights include founding CollateralEdge and Venture Dallas, demonstrating a strong track record in business strategy and investments in companies like Jobiak.

Work Experience 

  • Co-Founder & CEO

    2020 - Current

    CollateralEdge is a Dallas-based, fintech platform that provides banks with a flexible, automated sales enablement solution to efficiently increase lending capacity without compromising credit quality.

CollateralEdge is an innovative fintech platform.

Raised $3,355,000.00 from Phalanx Impact Partners.

  • Co-Founder

    2019

    The premier venture capital conference in Dallas connecting early stage investors to innovative startups in North Texas.

Venture Dallas is a non-profit organization dedicated to connecting early adopters and venture capital with rising technology firms.

  • Board Member

    2019 - 2021

    TeXchange DFW is the premier technology community in the region connecting founders, business executives and investors.

  • Partner

    2015 - 2020

    A seed and early stage venture capital firm. We invest in and partner with extraordinary entrepreneurs whom are leading the next wave of disruptive technologies.

Perot Jain, L.P. is a Dallas-based venture capital firm focused on seed and early stage investments.

  • Managing Director

    2014 - 2015

    Co-Head of the Corporate Investment Banking Group. Provided investment banking services to lower middle market companies in the Global Industrial, Consumer Retail and Specialty Finance sectors.

Commerce Street Holdings is a investment banking firm.

  • Senior Managing Director

    2012 - 2014

    Early stage agri-solutions platform developing businesses in emerging markets to address international food security objectives. Investments included slaughter facilities and feedlot operations in Turkey and Tanzania to service beef demand in the emerging world. Served as the Head of Corporate Strategy and Development. Conducted business in areas such as London, Dubai, Turkey, Doha and Tanzania.

  • Vice President

    2009 - 2011

    Global Industrial and Consumer Retail Investment Banking

The Rand Group is a San Francisco-based wealth management team led by Managing Director Daniella Rand.

  • Principal

    2008 - 2009

    Middle Market Investment Banking for High Growth, Tech Enabled Businesses

  • Associate

    2006 - 2008

    Global Industrial and Consumer Retail Investment Banking

  • Associate

    2004 - 2006

    Media & Telecom Mergers & Acquisitions

Bank of America Neighborhood Builders is a signature philanthropic program that advances economic mobility and nonprofit leadership.

Articles About Joseph

Relevant Websites