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JA

Joaquin Alcoreza

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

New York, United States

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 · 1 yr

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.

FO

Co-Founder, Head of Operations

FollowUp

Mar 2025 – Jan 2026 · 10 mths

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.

CA

Investment Banking Summer Analyst

Colton Alexander · Internship

Jun 2024 – Aug 2024 · 2 mths

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.

FA

Research Analyst

Fall · Internship

Aug 2023 – Dec 2023 · 4 mths

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.

C+

Summer Analyst

Capital + SAFI Alternative Investments · Internship

Jun 2023 – Aug 2023 · 2 mths

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.

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

Grade: GPA: 3.50/4.00

Studied Economics with a Macro Finance concentration.

Skills

Operations management
Go-to-market strategy
User acquisition
Freemium pricing
Competitive analysis
Alpha testing
Product launch execution
Stakeholder management
Research and analysis
Investment memo writing
Macroeconomic research
Portfolio tracking
Financial modeling
Financial analysis
Client relationship management
Investment banking deal support
Excel
PowerPoint
Bloomberg Terminal
Capital IQ
Refinitiv
Python (basic)
AI-enabled research and operational workflows
Team leadership
Cold outreach
Fundraising and community organizing

Languages

English

Native or bilingual proficiency

Spanish

Native or bilingual proficiency

Mandarin Chinese

Limited working proficiency