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Alexandra Esparza - Investment Lead in Brooklyn, NY

Alexandra Esparza

Executive Investment Banking & Capital Markets Leader specializing in TMT and Digital Health

Emergence SoftwareYale School of ManagementBrooklyn, NY15 Years ExperienceExecutive Level

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About

Private-capital-focused investment banker (former sports/health-tech banker) building a two-sided wellness coaching marketplace plus SaaS platform to help coaches run their businesses and consumers discover/vet/book non-regulated wellness modalities. Has an MVP, landing page, and waitlist, and is running a data-driven traction plan (ads, surveys, alpha testing, Discord/Reddit) before pursuing fundraising channels.

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Key Strengths

  • Built an MVP and landing page with waitlist for a new startup concept
  • Deep understanding of two-sided marketplace dynamics (supply-side beta + demand-side CAC)
  • Data-driven early traction plan (ad experiments, surveys, alpha testing, community channels)
  • Created and launched a new digital health investment banking business line (roadmap, marketing materials, events, client/investor network building)
  • Strong fundraising and capital markets knowledge from private-capital-focused investment banking
  • Domain credibility in wellness/coaching from both professional experience and NASM personal training certification

Reference Highlights

Strongly Recommended
  • exceptional, foundational impact building a new business unit from concept to launch
  • deep sector expertise (technology/digital health)
  • built a revenue-generating practice from scratch
  • developed comprehensive client coverage strategy
  • established effective deal origination processes
  • closed 7 transactions generating high seven-figure revenues
  • cultivated relationships with 15 core clients
  • operates effectively across multiple dimensions simultaneously
  • builds institutional frameworks and credibility in competitive markets
  • trusted judgment on critical strategic decisions
  • rigorous analysis under pressure
  • intellectual honesty; willing to walk away from bad opportunities
  • courage to make contrarian recommendations despite internal pressure
  • systematic, multi-dimensional diligence approach
  • strong strategic mindset for structuring for growth and prioritizing initiatives
  • inspirational leader who empowers teams
  • effective delegation and accountability
  • relentless follow-through with limited resources
  • disciplined prioritization focused on clients and revenue
  • high-urgency execution without being reactive ('no ambulance chasing')
  • fast ramp: first deal closed within 30 days; scaled to 6 deals in 9 months
  • very hard worker
  • super collaborative
  • very responsive
  • resourceful
  • meticulous execution
  • strong attention to detail
  • professional under high stress
  • treats colleagues with respect
  • positive impact on junior staff
  • drives projects end-to-end with minimal support
  • good judgment in critical situations (prevented deal from falling through)
  • consistent follow-through
  • perseverance (never gives up)
  • contributed significant value during a growth period
  • successful deal closures

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Experience

Investment LeadEmergence Software · Sep 2025 – Present
Founder and Managing PartnerWavefront Capital Group LLC · May 2025 – Present
Managing Director, TMT Investment Banking LeadPrime Executions/FCM · Jan 2023 – Jan 2025
EIR, Digital Health Startup FounderAntler Capital · Oct 2022 – Jan 2023
Executive Director, Digital Health Investment BankingOppenheimer & Company · Jan 2020 – Jan 2022
Executive Director, Head of TMT Private Capital MarketsOppenheimer & Company · Jan 2017 – Jan 2022
Managing Director, Investment Analyst and TraderPearl Brook Capital Management · Jan 2016 – Jan 2017
Executive Director, US Equities Sales and TradingOppenheimer & Company · Jan 2010 – Jan 2016
Board AdvisorAlphaVols
Advisory BoardMeyVida

Education

Yale School of Managementmaster, Asset Management (2016)
Stanford Universitybachelor, Humanities (2009)

Awards

  • High Honors in Investment Management - Yale School of Management
  • Honors in Economics - Yale School of Management
  • Finalist, 2016 Ira Sohn Investment Idea Contest

Skills

SaaSBusiness DevelopmentCross-Functional CollaborationTeam LeadershipMicrosoft ExcelMicrosoft PowerPointMicrosoft Wordmarket researchInvestment BankingCapital MarketsPrivate EquityPrivate MarketsInstitutional Investor CoverageInvestor RelationsFundraising

Languages

English

Certifications

Design Certificate - New York School of Design (495HR Fashion Design Program)Registered Yoga Teacher (RYT) 200-hourNASM Certified Personal Trainer

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Connect with Alexandra

Alexandra already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

Recommended

Already have an account?

Hire with Reval

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Alexandra EsparzaExecutive Investment Banking & Capital Markets Leader specializing in TMT and Digital Health