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Saturday, September 13, 2025
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Joe Beard | Co-Founder & CEO at CollateralEdge | Fintech Finance

ENTREPRENEUR | INNOVATOR | SERVANT LEADER | PROBLEM SOLVER

I am the Co-Founder & CEO of CollateralEdge. Our FinTech platform provides banks with an innovative, automated risk management solution to improve the credit profile on individual term loans to allow greater underwriting flexibility while maintaining appropriate risk management. My diverse career across the military, technology, investment banking and venture capital has prepared me to be an entrepreneur.

Former Partner at Perot Jain, a Dallas-based venture capital firm. Led 40+ investments in 5 years including: Booster Fuels, Pickup, Abundant Robotics, Bioz, Spacee, Bestmile, Jobiak, Shiftsmart, and Hypergiant. Founder and Board Member of Venture Dallas, the premier venture capital conference in the DFW region. Recipient of the Tech Titans Investment Catalyst Award.

Spent 8 years as an investment banker in New York and Dallas. Executed approximately $10 billion in transactions across M&A, debt and equity.

I am a proud graduate and supporter of all things West Point!

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