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CollateralEdge

Richardson, US · Founded 2020 · Texas LLC · 5 employees on LinkedIn · 2 known investors

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CollateralEdge provides financing solutions designed for community banks to serve small businesses and mid-sized companies seeking debt capital. The company focuses on enabling efficient access to low-cost lending for U.S. businesses.

FintechSaaS

Founders & leadership

JBJoe Beard
Joe BeardChief Executive OfficerJoe Beard is CEO of CollateralEdge, a fintech platform that provides community banks with collateral solutions for commercial lending. He previously served as a partner at Perot Jain venture capital firm, where he led over 40 investments, and spent eight years as an investment banker executing transactions in mergers, acquisitions, and capital markets.
BPBob Peterson
Bob PetersonChief Operating OfficerBob Peterson held executive roles at Piper Sandler for nearly 20 years, including Head of Investment Research and Global Head of Equities, before serving as President and COO of HilltopSecurities where he oversaw a merger integration, and later as a consultant at Park Square Partners; he joined CollateralEdge as Chief Operating Officer in fall 2022.
BPBrandon Pabalate
Brandon PabalateVP of Administration & RiskBrandon Pabalate brings over 20 years of experience in fintech services, including roles in lending and digital payments, with expertise in customer success and go-to-market strategy. At CollateralEdge, he serves as VP of Administration & Risk.
JR
Joel RadtkeNamed on SEC filing

Investors · 2

Capital FactoryreportedAustin

How we know: a partner's Signal profile · Not right? Tell us

Reported raises · per SEC filings

Form D private placements

$3.4M disclosed across 1 round · 2020

▶$3.4MraisedJan 2022 · 32 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Joel RadtkeExecutive Officer
  • Joseph BeardExecutive Officer
Offering amount
$3.4M
Amount sold
$3.4M
Minimum investment
$50K
Proceeds to insiders
$360K
First sale
Dec 2020
Incorporated
Limited Liability Company, Texas, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Related companies · 2

Lead Edge CapitalLead Edge Capital is a growth equity investment firm that makes $50 million to $400 million minority and buyout investments in private and public technology companies. It leverages a network of limited partners who are industry veterans to support its portfolio companies.
Moody'sMoody's is a credit rating agency and financial intelligence provider that offers risk analysis, credit market insights, compliance tools, and advisory services to institutional investors and financial organizations.

Companies working in the same space as CollateralEdge.

Frequently asked questions

What does CollateralEdge do?
CollateralEdge provides financing solutions designed for community banks to serve small businesses and mid-sized companies seeking debt capital. The company focuses on enabling efficient access to low-cost lending for U.S. businesses.
Who are CollateralEdge's investors?
CollateralEdge's investors include Perot Jain, Capital Factory.
How much funding has CollateralEdge raised?
CollateralEdge has disclosed $3.4M raised across 1 round.
Where is CollateralEdge headquartered?
CollateralEdge is headquartered in Richardson, US.