Joe Beard in

Joe Beard

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Co-Founder & CEO at CollateralEdge
📍 Dallas, Texas, United States

Joe Beard is the Co-Founder and CEO of CollateralEdge, a fintech platform that enhances lending capacity for community and regional banks. A former venture capital partner at Perot Jain and an investment banker, he also co-founded Venture Dallas. He holds an MBA from Columbia Business School and a BS from West Point.

As a U. S. Army veteran, Joe is passionate about supporting fellow veterans within the venture capital community. He actively mentors students on entrepreneurship and enjoys promoting local businesses. His recent activities include attending banking conferences and speaking at law schools.

He combines a career as a U. S. Army officer with extensive experience in venture capital and fintech.

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Experience
29 Years
Current Role
Co-Founder & CEO
Job Level
Leadership
Location
Dallas, Texas, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Joe cares about

Fintech for Banks
His company, CollateralEdge, provides a real-time collateral solution for community and regional banks to help them win more commercial lending opportunities.
Venture Capital
He is a former Partner at the venture capital firm Perot Jain and co-founded Venture Dallas, the premier VC conference in North Texas.
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Career

Work history

2020
Co-Founder & CEO
CollateralEdge
2019
Co-Founder
Venture Dallas
2015 - 2020
Partner
Perot Jain, L.P.
2014 - 2015
Managing Director
Commerce Street Holdings, LLC
2012 - 2014
Senior Managing Director
Sweetwater Holdings
In the press

Media appearances

EP46 – Eliminating Obstacles and Executing with Joe Beard ’96, Co‑Founder & CEO of CollateralEdge. Featured in YouTube
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'The Next Fintech Unicorn': Dallas-Based CollateralEdge Emerges From Stealth With $3.5M and a Stellar Investor Group. Featured in Dallas Innovates
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Education
2003 - 2005
MBA
Columbia Business School
1992 - 1996
BS
United States Military Academy at West Point
2016
Executive Program
Singularity University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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