Fundraising Fox

Joe Beard

InvestorFounder

Partner at Perot Jain · Chief Executive Officer at Collateraledge

Dallas, Texas, United States

Writes $500K checks

FoundedCollateraledge

About

Joseph Beard is CEO and co-founder of CollateralEdge, a Dallas-based fintech platform providing automated collateral solutions for commercial and industrial lending at community and regional banks. Previously, he was a partner at Perot Jain venture capital, where he led over 40 investments across portfolio companies including Booster Fuels, Pickup, and Hypergiant, and founded Venture Dallas, a regional venture capital conference. His background includes eight years as an investment banker in New York and Dallas, where he worked on approximately $10 billion in M&A, debt, and equity transactions.

Chief Executive Officer at Collateraledge

Intro paths

In turn, Joe can intro founders to Collateraledge's investors below.

Co-founders at Collateraledge

BPBob Peterson
Bob PetersonChief Operating Officer
BPBrandon Pabalate
Brandon PabalateVP of Administration & Risk
JR
Joel RadtkeExecutive Officer

Experience

  1. CollateralEdgeCo-Founder & CEOcurrent2020 — presentDallas, Texas, United States
  2. Venture DallasCo-Foundercurrent2019 — presentDallas/Fort Worth Area
  3. Perot Jain, L.P.Partner2015 — 2020Dallas/Fort Worth Area
  4. Commerce Street Holdings, LLCManaging Director2014 — 2015Dallas/Fort Worth Area
  5. Sweetwater HoldingsSenior Managing Director2012 — 2014Dallas/Fort Worth Area
  6. Bank of America Merrill LynchVice President2009 — 2011Dallas/Fort Worth Area
  7. MHT PartnersPrincipal2008 — 2009Dallas, TX
  8. Bear StearnsAssociate2006 — 2008Dallas/Fort Worth Area
  9. Bank of AmericaAssociate2004 — 2006Greater New York City Area
  10. Applied MaterialsAccount Manager2001 — 2003Santa Clara, CA
  11. US ArmyCaptain1996 — 2001Ft Bliss, TX / Schofield Barracks, HI

Education

  1. Columbia Business SchoolMBA, Finance2003 — 2005
  2. United States Military Academy at West PointBS, Discrete Mathematics1992 — 1996
  3. Singularity UniversityExecutive Program, Exponential Technology

Skills & more

Business Development65Investment Banking99Valuation29Mergers13Financial Modeling33Corporate Finance43Mergers4Private Equity26Management35Venture Capital28Business Strategy35Mergers & Acquisitions83

From Joe's professional profile.

Colleagues at Perot Jain

Frequently asked questions

Where does Joe Beard work?
Joe Beard is Partner at Perot Jain and Chief Executive Officer at Collateraledge.
What check size does Joe Beard write?
Joe Beard typically writes checks of $500K.
What companies did Joe Beard found?
Joe Beard founded Collateraledge.

Founder mafias

Same school

Shared employers

Also worked at Bank of America Merrill Lynch435

+ 429 more

Also worked at Bank of America243

+ 237 more

Also worked at Applied Materials49

+ 43 more

Also worked at US Army125

+ 119 more