Round Treasury
8 Case Studies
A Round Treasury Case Study
Prosper, a London-based startup focused on wealth management for high-net-worth individuals, needed to maximize returns on its excess treasury cash. The company was earning only 3.25% through its existing bank and sought a simpler way to access higher-yield instruments without complex treasury structures. They adopted the treasury solution from Round Treasury to address this challenge.
By using Round Treasury, Prosper was able to deploy its excess funds into diversified money market funds through a straightforward brokerage structure. This solution increased their annual yield from 3.25% to approximately 4.7%, a 1.5% improvement, while maintaining flexible liquidity and requiring minimal operational overhead to manage.