The Company

Our mission is simple: To deliver innovative financing solutions enabling community banks to be the lender of choice for small businesses and mid-sized companies.

SMALL BUSINESSES DRIVE U.S. ECONOMIC DEVELOPMENT

Our Credentials

We empower the nation’s leading community banks to close more C&I loans efficiently and effectively.

2023

Startup of the year award recipient

2023

Bank association partnership

2024

Jones Day
accelerator

2024

Top black founders
to watch

The Team

Joe Beard

Chief Executive Officer

Bob Peterson

Chief Operating Officer

Joe Williams

VP of Technology

Phil Lezar

Director of Credit Solutions

Nannette Flowers

Director of Customer Success

Brandon Pabalate

Director of Risk & Compliance

Warren Noble

Associate Product Manager

Like us? Work with us.

Our technology and financial expertise give us a competitive advantage in the market, but it is our people that really differentiate us from the rest. We have developed a customer-centric culture where accountability to team and mission are paramount. Come be a part of something special.

Advisory Board

Darcy Anderson

Vice Chairman, Hillwood & The Perot Group

Joshua Baer

CEO & Founder, Capital Factory

R. David Kelly

Founding Partner, Serra Real Estate Capital

Jim Watkins

Sr. Managing Director, Secura | Isaac

Jason Henrichs

CEO & Founder, Alloy Labs

Joe Kakaty

General Partner, Dream Ventures

COLLABORATIVE MENTALITY

Individual commitment to a group effort

“Individual commitment to a group effort — that is what makes a team work, a company work, a society work, a civilization work.”
– Jim Watkins, Former FDIC Senior Deputy Director of Supervisory Examinations   Advisory Board Member

The Principles That Guide Us

Start with the customer

Always strive to exceed the expectations of the customer and deliver an unparalleled experience.

Always see the opportunity

Unbridled optimism paired with preparation will drive good outcomes.

Be intellectually curious

Intellectual curiosity is the fuel that drives us to continually question and challenge the status quo.

Think big. Be bold.

Big vision must be paired with bold action to create industry-transforming change.

Fearlessly authentic

Always strive to exceed the expectations of the customer and deliver an unparalleled experience.

All in for the mission

Always strive to exceed the expectations of the customer and deliver an unparalleled experience.

Contact Us

    By entering your email address, you agree to receive communication from CollateralEdge in accordance with our Privacy Policy.