Skip to main content
JA

Joaquin Alcoreza

Co-founder and operations lead building an AI-powered networking platform and market-focused investment research

New York, United StatesNot looking

I co-founded an AI-powered networking platform from zero, owning operations, go-to-market, and user acquisition end-to-end. In under six months, I built an 80+ person waitlist at NYU Shanghai, ran alpha testing with a 10-person cohort, and iterated the product based on user feedback. I led competitive analysis against LinkedIn and Clay and designed a freemium pricing model up to $24.99 per month. I also built internal processes and workflows to support product launch and distribution despite having no playbook. On the finance side, I work as an Alternative Investments Analyst, producing investment memos, macroeconomic research, and portfolio tracking with minimal oversight. I evaluate 10+ LATAM emerging market opportunities, build financial models and internal reporting tools in Excel and Bloomberg, and deliver structured recommendations to the investment committee.

Experience

MV

Analyst

Marca Verde SAFI Alternative Investments

Jul 2025 – Present

Operated independently across research, analysis, and reporting workstreams, producing investment memos, macroeconomic research, and portfolio tracking with minimal oversight in a lean team environment. Researched and evaluated 10+ investment opportunities across LATAM emerging markets, sizing markets, assessing management quality, and delivering written recommendations to the investment committee. Built and maintained financial models and internal reporting tools in Excel and Bloomberg to support strategic decision-making and performance tracking.

investment memosmacroeconomic researchportfolio trackingindependent researchLATAM emerging marketsmarket sizingmanagement assessmentinvestment committeefinancial modelingExcelBloombergportfolio reporting
F

Co-Founder, Head of Operations

FollowUp

Mar 2025 – Jan 2026

Co-founded an AI-powered networking platform from zero, owning operations, go-to-market strategy, and user acquisition end-to-end without a playbook. Designed and executed go-to-market, ran alpha testing with a 10-person cohort, iterated core features from feedback, and built an 80+ person waitlist at NYU Shanghai in under six months. Conducted competitive analysis vs. LinkedIn and Clay, designed a freemium pricing model up to $24.99/month, and built internal workflows to support launch and distribution.

AI-powered networkingoperationsgo-to-market strategyuser acquisitionalpha testingproduct iterationuser feedbackwaitlist buildingcompetitive analysisfreemium pricingpricing strategyinternal workflowsdistribution
CA

Investment Banking Summer Analyst

Colton Alexander

Jun 2024 – Aug 2024

Internship

Managed two institutional client relationships end-to-end, running weekly briefings, coordinating deliverables across functions, and translating complex analysis into clear recommendations for senior stakeholders. Supported structuring of a $1.5M renewable energy financing package, coordinating simultaneously across legal, financial, and operational workstreams under tight deadlines.

institutional client managementweekly briefingsdeliverables coordinationcross-functional coordinationinvestment analysisrecommendationsrenewable energy financingdeal structuringlegal coordinationfinancial workstreams
F

Research Analyst

Fall

Aug 2023 – Dec 2023

Internship

Produced sector research and competitive landscape analysis on battery technology companies, identifying key market dynamics and implications for the target audience. Built structured outputs for both internal stakeholders and external-facing needs to support clearer decision-making.

sector researchcompetitive landscape analysisbattery technologymarket dynamicsstructured research outputscompetitive analysis
C+

Summer Analyst

Capital + SAFI Alternative Investments

Jun 2023 – Aug 2023

Internship

Evaluated investment opportunities within a $150M private credit fund, researching business models, credit risk, and market dynamics across Bolivia, Peru, and Colombia. Gained direct exposure to distressed and emerging economies and contributed written analysis to support investment decisions.

private credit fund analysisbusiness model researchcredit risk analysismarket dynamicsBoliviaPeruColombiadistressed assetsemerging economiesinvestment evaluation

Education

AC
American Cooperative School

Advanced Placement International Diploma

Jun 2021 – Present

NY
New York University

B.S., Economics, Macro Finance Concentration

Sep 2021 – Sep 2025

GPA: 3.50/4.00

Studied Economics with a Macro Finance concentration.

Skills

Operations managementGo-to-market strategyUser acquisitionFreemium pricingCompetitive analysisAlpha testingProduct launch executionStakeholder managementResearch and analysisInvestment memo writingMacroeconomic researchPortfolio trackingFinancial modelingFinancial analysisClient relationship managementInvestment banking deal supportExcelPowerPointBloomberg TerminalCapital IQRefinitivPython (basic)AI-enabled research and operational workflowsTeam leadershipCold outreachFundraising and community organizing

Languages

English
Native or bilingual proficiency
Spanish
Native or bilingual proficiency
Mandarin Chinese
Limited working proficiency