Case Studies
How Disco doubled treasury returns while keeping funds fully accessible
Disco, an early-stage startup with fresh funding, needed a secure and efficient way to manage treasury while maintaining access to funds. By adopting Round, they improved returns, increased protection, and simplified cash management.
How Ontime diversified £1.5M instantly and turned treasury into a growth lever
After raising £1.5 million in pre-seed funding, Ontime faced banking limits, lack of diversification, and low visibility. By adopting Round, they gained protected funds, improved liquidity, and simplified treasury management.
How Genie replaced manual treasury work and saved £70–90k in finance costs
Genie, an early-stage e-commerce startup, faced financial turbulence after Silicon Valley Bank’s collapse and struggled with treasury management and visibility. By adopting Round, they gained stable returns, real-time financial clarity, and simplified operations without hiring a finance team.
How Pave cut reporting time to 30 minutes with a single source of truth
Pave needed a simpler way to manage financial reporting without a full-time finance team. With Round, they reduced reporting time, centralised visibility, and eliminated the friction of working across multiple systems.
How RoomZero turned idle cash into revenue without adding operational work
RoomZero needed a way to make growing cash balances productive without adding complexity or time investment. By adopting Round, they turned idle cash into a revenue-generating asset while keeping treasury fully passive.
How Passion Capital doubled treasury returns while simplifying fund-level cash management
Passion Capital is a UK-based venture capital firm working across multiple entities, facing unpredictable capital flows, and strive to remain operationally straightforward. However, their existing setup fell short
How Cleo gained real-time treasury visibility and saved 10+ hours a month with Round
Cleo needed a reliable way to track liquidity across multiple banks and systems as it scaled. By implementing Round, they centralised treasury visibility, reduced manual reporting, and improved confidence in real-time cash data.
How Notion Capital generated £66k in additional yield and automated treasury workflows across $14M of cash
Notion Capital needed to optimise treasury deployment across predictable but complex cash flows. By adopting Round, they generated additional yield, automated workflows, and centralised visibility across their treasury operations.
How Prosper increased treasury returns by 1.5% per annum
Prosper needed to maximise returns on excess treasury cash while keeping operations simple. By adopting Round, they increased yield, simplified access to money market funds, and maintained flexible liquidity.
How Rise Accounting Is Building a Modern Finance Stack for 750 Venture-Backed Startups
Rise Accounting needed to scale financial operations across hundreds of clients without increasing operational overhead. By working with Round, they began consolidating fragmented workflows, simplifying accounts payable, and building a scalable finance stack.
How Dex reduced treasury risk and eliminated multi-bank complexity while keeping funds liquid
Dex needed a way to diversify cash after fundraising without opening and managing multiple bank accounts. With Round, they streamlined treasury operations, gained full visibility, and removed the operational burden of managing cash across providers.
How Jack & Jill automated treasury and AP to save 4+ hours per month and earn 3.85% on idle cash
Jack & Jill, a fast-growing AI recruitment startup, needed to manage £14M in cash and scale financial operations after raising $20M. By moving to Round, they automated treasury and payments, earned 3.85% on idle cash, and eliminated manual workflows.
