Patricio Xavier Martinez
ESMTY --:--

01 / 07, Finance education

YuppieBanker

A bilingual platform where students train for careers in investment banking, private equity, consulting and markets.

Building
  • React
  • TypeScript
  • Supabase
  • Stripe
  • Claude
  • Tauri
  • Vercel
Role
Founder and CEO
Stage
Building
Sector
Finance education
Market
Latin America, in English and Spanish
Started
2025

(01)

What it is

YuppieBanker is a finance education platform for students and young professionals in Latin America who want careers in investment banking, private equity, management consulting, hedge funds and equity research.

It's the platform I wished I had in college. I've loved finance since I was little, and YuppieBanker is how I express it: a place where anyone can build the skills I'm still working toward myself.

(02)

The problem

The best preparation for these careers is expensive, in English, and built for students at a handful of schools. Talented students in Latin America start the race behind.

(03)

What it does

  • Specialized AI coaches

    Agents for investment banking, private equity, consulting, family offices, hedge funds and equity research, each grounded in a confidential knowledge base and built on Claude.

  • Mock interviews under pressure

    A video interview simulator rebuilt from scratch, with a pressure mode that feels like the real thing and a coach mode that teaches as you go.

  • Deal and modeling practice

    How banks work, deal types, real historical cases, financial modeling, LBOs, and the five-minute paper LBO drill.

  • Consulting case practice

    Original recreations of first-round consulting assessments and case interviews, teaching structured problem solving, case math and synthesis.

  • An equity research desk

    Eight research agents that work a company the way an analyst would, from the filings to the model to the write-up.

  • Built to run like a company

    A desktop app, passkey sign-in, payments, and an AI spend ledger with a kill switch, tested in CI on every change.

  • A complete learning loop

    Learn, practice, get coached, perform under pressure, then measure progress with spaced repetition.

(04)

Timeline

  1. First commit in the codebase that runs the platform today.

  2. Security hardening and a search-engine pass across the platform.

  3. Sign in with Google and LinkedIn, and the whole platform in English and Spanish.

  4. A 30-day interview bootcamp with daily tasks and spaced-repetition drills.

  5. Moved to its own home at yuppiebanker.com.

  6. The AI features moved to Claude.

  7. Superday simulators for banking, private equity and consulting, plus an adaptive GMAT mock exam and study plans.

  8. A full security audit, with the fixes applied to the live system.

  9. AI voice interviewers for mock interviews.

  10. One shared, tested engine for DCF, LBO and waterfall models, and daily limits on AI spend.

  11. Video interview practice, recorded in the browser only.

  12. Today

    Building

  13. Next

    Launch publicly, grow across Latin America, and bring in former bankers and investors to write and review modules.

Case recreations are original and not affiliated with or endorsed by any firm.

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