Joseph Beard
Founder of CollateralEdge
Dallas, Texas
Overview
Work Experience
Co-Founder & CEO
2020 - Current
CollateralEdge™ equips community and regional banks with a real-time collateral solution that enables bankers to enhance commercial loan structures, resulting in them winning competitive business opportunities while preserving credit quality and driving loan growth.
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.
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 Alternative Finance 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.
Account Manager
2001 - 2003
Business Management / Business Development within the Semiconductor Industry
Applied Materials is a semiconductor and display equipment company that offers materials engineering solutions.
Raised $101,528,814.00 from Stonnington Group.