The Challenge

RoomZero is an asset management software provider that transitioned from consultancy into a product-led business, working with enterprise clients and receiving upfront licence fees. As the business scaled, cash balances increased. However, this capital was not being actively managed.

The treasury problem:

• Cash held in regular bank accounts
• Near-zero interest earned on balances
• No active treasury strategy in place
• Capital effectively “invisible” in terms of contribution to the business

The quote:

“Their cash just sat there: flat, lifeless, and essentially invisible on the balance sheet.”

• Nathan Alliston, Co-Founder & Director at RoomZero

Alternatives Considered

RoomZero’s default approach prior to Round was to leave funds in traditional banking setups.

For Treasury:

• Traditional banking - Secure but near-zero yield with no active treasury optimisation
• Other treasury solutions - Considered but not adopted due to complexity and lack of flexibility
• Manual management - Would require time investment and operational overhead

Core issue: Generating yield typically requires either complexity, time investment, or both. None of which fit RoomZero’s operating model.

The Solution

RoomZero adopted Round as a simple, “plug-and-play” treasury layer.

Treasury Module

• Immediate deployment of cash into yield-generating accounts
• Ability to deposit and withdraw funds without friction
• No need to manage multiple providers or products
• Fully passive treasury management

“If we can put money in and earn something meaningful without any extra effort, why wouldn’t we?”

The Results

Time saved:

• Zero time spent managing treasury
• No additional workflows introduced into the team’s processes

Money earned:

• Idle cash converted into a yield-generating asset

Risk eliminated:

• Reduced reliance on a single banking setup
• Improved capital allocation
• No additional operational complexity introduced

Key Features They Love

Plug-and-play simplicity:

“It was genuinely painless. We didn’t have to reinvent processes—we just dropped our money in and started earning.”

Startup-friendly experience:

“The UX and documentation felt tailored to startups.”

Responsive support:

“The team was responsive in Slack and quick to implement feedback.”

Set-and-forget treasury:

“Round is a super-efficient, non-time-consuming way to make your money work for you.”

The Setup

Onboarding was completed quickly via Slack and simple documentation, with compliance handled efficiently and no internal restructuring required. Treasury was activated immediately after setup.

Looking Ahead

RoomZero will continue using Round as a passive treasury layer as it scales, with ongoing improvements expected to further automate treasury and reduce operational overhead.

About RoomZero

RoomZero is an asset management software provider that transitioned from consultancy into a product-led business. The company works with enterprise clients and receives upfront licence fees, leading to growing cash balances as it scales.

About Round

Round builds AI-powered financial infrastructure that automates treasury, AP, and payroll operations for European companies and VC funds. Backed by Alstin Capital, Round helps finance teams earn more on idle cash while spending less time on operational busywork.