2
Total investments
1
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0
Mid stage
0
Late stage
7y
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Co-Founder & Board Member
2019
Venture Dallas is a registered non-profit with a mission to connect early-stage investors and VCs with emerging technology startups across North Texas. We hold an annual event that brings together top VCs, startups, and influencers to Dallas to discuss the state of venture capital in North Texas.
Experience · 7 entries
All (7)
Investments (1)
Founder (2)
Board (1)
2020
Co-Founder & CEO
2020
CollateralEdge™ is an innovative, collateral coverage solution designed to give community banks a competitive edge in commercial lending. Our FinTech platform enables banks to overcome short-term underwriting concerns and policy exceptions.
Our mission is to empower community banks to innovate, compete and differentiate in the commercial loan market. We are the competitive edge in lending!
2019
Board Member
2019
TeXchange DFW connects Dallas-Fort Worth’s technology community; bringing together founders, investors, technology executives, business leaders, educators and supporting service providers at every stage of building and growing successful ventures. Our mission is simple – to help technology entrepreneurs succeed.
Co-Founder & Board Member
2019
Venture Dallas is a registered non-profit with a mission to connect early-stage investors and VCs with emerging technology startups across North Texas. We hold an annual event that brings together top VCs, startups, and influencers to Dallas to discuss the state of venture capital in North Texas.
2015
Partner
2015
Perot Jain, LP is an early stage venture capital firm founded by Ross Perot Jr. and Anurag Jain. The firm is committed to partnering with innovative entrepreneurs to build highly disruptive, industry transforming companies. The leadership team combines deep operational expertise within the technology sector along with extensive strategic advisory experience to deliver unparalleled value to its investment portfolio. The firm is based in Dallas, TX, and is actively seeking B2B focused investments across the mobility, healthcare and business services sectors.
2014
Managing Director
2014
♦ Commerce Street Holdings, LLC ("CSH") , headquartered in Dallas, Texas, is a premier investment banking firm serving and investing in financial institutions across the United States since 2007. CSH is comprised of the following entities:
♦ Commerce Street Capital, LLC, (Member FINRA/SIPC) is a broker-dealer whose services include:
• Mergers & Acquisitions - Financial Institutions and Corporations
• Bank Capital Raise
• Private Placement of Debt & Equity
• Regulatory Advisory
• Valuations & Fairness Opinions
• Small Business Investment Company ("SBIC") Funds
• Alternative Solutions
• Corporate & Real Estate Investment Banking
♦ Commerce Street Investment Advisor (“CSIA”), dba Commerce Street Investment Management (“CSIM”), a wholly-owned subsidiary of Commerce Street Holdings LLC, a Texas limited liability company and is an SEC-registered Investment Adviser that provides asset management services for private equity and credit opportunity funds that invest in bank and financial institution related transactions.
♦ Commerce Street Investment Advisor (“CSIA”), dba Commerce Street Peak Advisors (“CSPA”), a wholly-owned subsidiary of Commerce Street Holdings LLC, a Texas limited liability company and SEC-registered. CSPA provides quality, comprehensive, and cost-effective retirement plan solutions for 401(k), 403(b), and 457 plan clients and their employees.
CSPA services include:
• Low-cost, professionally managed risk-based portfolios
• Lower management fees
• Assistance with creating investment policy statements
• Participant education
• Fully bundled services through the Vanguard Group, Inc. ("Vanguard")
Check the background of this firm on FINRA’s BrokerCheck
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