Case Study: Dex achieves diversified treasury and reduced risk with Round Treasury

DEX eliminates multi-bank complexity in 24 hours with Round Treasury

Dex, a seed-stage startup revolutionizing recruitment, faced significant challenges in diversifying its cash holdings after fundraising. The process of manually opening and managing multiple traditional bank accounts was operationally burdensome, time-consuming, and involved lengthy onboarding friction. They needed a solution to reduce concentration risk, keep funds liquid, and earn yield without the administrative overhead. They turned to Round Treasury for its savings product.

Round Treasury provided a streamlined solution that allowed Dex to diversify its cash across multiple underlying banks through a single platform. This eliminated the need to open accounts manually, saved hundreds of hours in administrative work, and provided centralized visibility. As a result, Dex significantly reduced its treasury risk, maintained full liquidity, and increased its yield to approximately 3.55%. The implementation by Round was completed quickly, avoiding the month-long onboarding times typical of traditional banks.

DEX