Founder Notes with Nelson Chu
Founder Notes with Nelson Chu
Podcast Description
An unfiltered look at private credit, fintech, and the realities of building a disruptive platform. Join Nelson bi-weekly for intimate, voice-note style episodes as he shares insights, challenges, and wins from his entrepreneurial journey, bridging the gap between Wall Street and Silicon Valley. Whether you're an accredited investor, a fellow founder, or just curious about the future of finance, tune in for raw, honest, and thought-provoking content delivered straight from the founder's perspective.
Podcast Insights
Content Themes
Focuses on the realities of building a disruptive financial platform, including topics such as strategic growth in fintech, navigating market crises, and the importance of governance. Episodes include candid discussions like 'The Long Game: Building a Global Fintech' with industry leaders and practical advice on topics like scaling relationships in 'The Art of the Board'.

An unfiltered look at private credit, fintech, and the realities of building a disruptive platform. Join Nelson bi-weekly for intimate, voice-note style episodes as he shares insights, challenges, and wins from his entrepreneurial journey, bridging the gap between Wall Street and Silicon Valley. Whether you’re an accredited investor, a fellow founder, or just curious about the future of finance, tune in for raw, honest, and thought-provoking content delivered straight from the founder’s perspective.
In this episode, I sit down with Bryan Pham, our Head of Institutional Sales, to talk about the launch of our Separately Managed Accounts and why we built them. Bryan came from the other side of the table—JP Morgan, family offices—and he’s lived the exact frustrations we’re now solving. We dig into why institutional money moves differently than retail, the phone calls that made us realize Blended Notes weren’t enough, and how we’re making SMAs accessible at $100K instead of the typical $500K+. If you’re trying to understand how to scale upmarket in fintech, this is worth a listen.

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