Round Treasury

Back in 2018, I invested in Monzo Bank and Freetrade because I loved them. My investment thesis was simple: if I loved using these products, surely other people would too. So far they are looking like ok investments. So... Fast forward to this year, I’ve met some amazing founders and discovered products that match my thesis. Here are some companies that match my thesis from 2024. Disclaimer: unfortunately I am not an investor in any of these. Attio - I’ve used Salesforce and Hubspot, and honestly, I can’t stand them. Attio is what a CRM should be—clean, simple, and something you actually want to use. Round Treasury - Being an early stage founder you need to wear a lot of hats. The finance hat scares me the most. Round solves a lot of problems with automation, better protection for your money, and tools that make your cash work. Plus, it looks sick. Wispr Flow - I barely type anymore. This has helped me dictate 138,000 words since there launch. It's one of the few tools I use every hour. The Browser Company - I used to have 13848239020 google tabs open at any one time, Arc just came in changed the game for a browser. Jam.dev - I love finding bugs, and Jam makes it so easy to report them straight to engineering. A must-have for anyone in product. Recorder - These guys are building something really cool for insurance brokers and taking on a massive player in the space. It’s about time someone did. OpenAI - An obvious one Ideogram - I love MidJourney, but the Discord UI just made me lose love for it. Ideogram fixes that. I’m always on the lookout for new tools, especially over the Christmas break when its quieter in the insurance and fundraising spaces. So if you have something that you love please let me know.

📣 Big update: We’ve launched Automated Withdrawals! A major step toward our vision of putting business cash on autopilot. With Automated Withdrawals: 💸 Funds flow automatically where they’re needed, exactly when you need them. 📈 Operational accounts stay funded, and idle cash works harder. 👌 All while you stay in control, with no extra admin. This is the smarter way to manage cash—effortless, efficient, and built for founders.

🚀 New Integration Alert: Round Treasury now connects directly with Xero! Managing investments and savings accounts just got a whole lot easier. With this integration, you can: 💸 Automate investment reporting 🙌 Streamline hundreds of accounts in a click 📈 Access real-time financial insights Less admin. More control. Smarter decisions. We’re proud to bring this to life for our customers. This is just the beginning.

“That’s just how it is.” The biggest problems are the ones no one thinks to solve. Banking is broken. Everyone knows it. But no one questions it anymore. I was speaking with a tech CFO at a mid-sized company. I asked, “What’s your biggest challenge when it comes to [specific process]?” He said, “No real challenges. We’ve got it under control.” So I asked, “Walk me through how you do it today.” 🤬 What followed was a 10-minute breakdown: spreadsheets everywhere, manual processes, patchwork solutions, poor UX, wasted time—and they were even hiring an external resource to support the process. When I asked, “Why do you need an external resource?” the answer was, “Because we have to.” Why? “That’s just how it is.” 👉 Here’s the insight: The biggest opportunities aren’t in what’s broken—they’re in what’s accepted. The hardest problems to solve are the ones no one thinks can be solved. That’s why most founders avoid them. 🤝 Lean into the hard problems. That’s where the biggest wins are waiting.

🫨 Finance can feel like a foreign language—CAC, NRR, Convertible Notes 🫨 That’s why we created The Ultimate Finance Dictionary for Startup Founders. 👉 It’s a simple guide to 45 essential terms every founder needs to know. Whether you’re fundraising, managing cash flow, or scaling your business, this cheat sheet will help you make smarter decisions, faster. 🤝 Check it out: https://lnkd.in/eT9UvZte

🎉 We’ve seen all the Black Friday deals—and couldn’t resist jumping in! To celebrate being named #1 on the Fintech 50, we’re offering 50% off our fees for the first 50 customers who sign up TODAY, and deposit before 2025 is out. 🚀 Our offer: 50% fee rebate on new Treasury deposits until 2026. That's a whole year! 👊 How to grab it: - Sign up today - Deposit before 2025 is out Existing Customers can also get in on the action: If you make any new deposits in 2024, you get 50% off fees until the end of the year! 👉 Sign up only takes a minute. Let’s make your money work as hard as you do! https://lnkd.in/ezeg7xRb #RoundTreasury #Fintech #StartupFinance #TreasuryManagement #SMBFinance #CashManagement #CFO #FintechNews #BlackFriday

We did it—Ranked #1 on the UK FinTech 50 Innovation List! 🏆🚀 We had one goal: to simplify financial operations for businesses. Today, that vision has been recognised in the most incredible way—we’ve been named #1 on BusinessCloud’s UK FinTech 50 list for 2024! Being ranked alongside industry leaders like Starling Bank, Wise, Monzo, and ClearBank is humbling. But being recognized as #1? It’s validation that businesses truly crave smarter, simpler solutions to manage their finances. To our customers, partners, and supporters: you believed in us, even in the early days, and helped us shape Round into what it is today. To the Round team—this is your win. Your dedication to making finance seamless is what makes us stand out. This is just the beginning. Here’s to building a future where finance works effortlessly for businesses everywhere. 💪🌍 Thank you for believing in us. Onward and upward! 🚀 🔗 https://lnkd.in/eE_hVPfm

✨ Revealed: Our #FinTech 50 ranking for 2024 ✨ Our readers and an expert judging panel (see below) have together decided the 50 companies blazing a technology trail in the financial industry. The ranking – supported by Started PR, a PR and marketing agency for world-changing FinTech brands and entrepreneurs– celebrates businesses of all sizes creating original tech solutions for banking, finance & payments. Round Treasury, a banking and treasury platform, tops the ranking. Founded by Pac O'Shea and Hayyaan Ahmad, it is designed to make life easier for founders and CFOs by simplifying cash management and protection. In second spot is Suits Me, which offers personal accounts to those who struggle to open a traditional high street bank account. Collctiv, a group payments app, is fourth behind Paysafe. Collctiv helps group organisers collect money for activities and large gifts. Positions 5-8 are taken by 10x Banking, Shieldpay, Allica Bank and Blackbullion. Following them is Lemon, a financing platform that helps SaaS sales teams close bigger deals by offering their prospects flexible monthly payments for annual & multi-year plans. In 10th is VibePay, an app which combines messaging with peer-to-peer payments and is seen as an alternative to traditional payment rails which are sometimes criticised for high fees and delays. In 11th is My Digital, which was created to address challenges around payroll by harnessing automation and streamlining workflows to deliver unprecedented accuracy and speed. Also featuring is Delio, creator of a suite of integrated or modular products which deliver an end-to-end private markets infrastructure that is trusted by the world’s leading financial institutions; and Snoop, a data-driven platform designed to help customers save money, make better financial decisions and navigate the cost-of-living crisis. Many thanks to our judges 🙏 • Janine Hirt, CEO, Innovate Finance • Helene Panzarino, associate director, Centre for Digital Banking and Finance (LIBF) • Paddy Goodlet, corporate finance – head of FinTech M&A, KPMG UK • Kimberley Waldron (Fintech PR), founder & MD, Started PR • Jonathan Symcox, editor, BusinessCloud https://lnkd.in/etsB3WAf

Wow. #1. Thank you. 📣 Round Treasury just topped the UK FinTech 50 list. 📣 Not bad for something that started as a “What if…” over beers with Hayyaan last year. 🤫 Here’s the thing: Businesses don’t want 10 tools to manage their money. They don’t want complexity. They just want their finances to work—quietly, seamlessly, in the background. 👉 So we asked ourselves, “What if we made that happen?” 💨 Fast forward to today—not only are we rubbing shoulders with fintech giants, but we’re being recognised for building something more innovative than some of the biggest names: Wise. Starling Bank. Monzo. Revolut. ClearBank. How? By keeping it simple: ⚒️ Simpler tools. 🧠 Smarter workflows. 😮💨 Finance that doesn’t suck. Massive shoutout to the team for building, to our customers for trusting us, and to everyone supporting us on the way 🙌 We're only just starting. Here’s to keeping it simple and building a future where finance just works. 👊 Building szn 🚀 🔗 https://lnkd.in/ecVCvWTg

We did it—Ranked #1 on the UK FinTech 50 Innovation List! 🏆🚀 We had one goal: to simplify financial operations for businesses. Today, that vision has been recognised in the most incredible way—we’ve been named #1 on BusinessCloud’s UK FinTech 50 list for 2024! Being ranked alongside industry leaders like Starling Bank, Wise, Monzo, and ClearBank is humbling. But being recognized as #1? It’s validation that businesses truly crave smarter, simpler solutions to manage their finances. To our customers, partners, and supporters: you believed in us, even in the early days, and helped us shape Round into what it is today. To the Round team—this is your win. Your dedication to making finance seamless is what makes us stand out. This is just the beginning. Here’s to building a future where finance works effortlessly for businesses everywhere. 💪🌍 Thank you for believing in us. Onward and upward! 🚀 🔗 https://lnkd.in/eE_hVPfm