Round Treasury - GTM Operations Architecture

Multi-tier agent system with human-in-the-loop checkpoints · System that scales Round's revenue function

AI agent
Human step
Execution flow
Insights / events
GAP
Built ✓
1Orchestration & Intelligence
Master Rev Ops Analysis Agent
Orchestrates the revenue function AND monitors all execution agents for patterns, bottlenecks, and signals.

Orchestration - What it does

  1. Routes work between execution agents
  2. Manages handoffs across the customer journey
  3. Surfaces blockers to the founding team

Analysis - What it does

  1. Expansion Analysis: signals for upsell, high transaction volume, feature adoption by company type
  2. Marketing Analysis: campaign performance, KPIs, bottlenecks
  3. Sales Analysis: pipeline bottlenecks, KPIs
  4. Onboarding Analysis: KYC bottlenecks, KPIs
working under ↓
insights → Reporting
event streams → Reporting
2Execution· with downstream Reporting output
Marketing Agent
Captures, qualifies, and routes prospective leads into the revenue funnel.

What it does

  1. Lead ingestion via forms, hackathons, LinkedIn engagement, other channels
  2. Qualifying and filtering credible leadsGAP
  3. Routes qualified leads to Sales Agent
  4. Handles compliance and legal sign-offs for marketing contentGAP
  5. Pushes qualified leads into HubSpot
GAPQualifying and filtering credible leads: My early priority would be working with the marketing team to understand their process and what defines a credible Round Treasury lead.
GAPHandles compliance and legal sign-offs for marketing content: I'd love to understand how legal sign-offs work for marketing content at Round. Once I see the process in action, I can build the automation logic around it.

Level 1 KPI Trackers

  • MQLs generated per week
  • MQL to SQL conversion rate
  • Content publishing rate (posts per week)
  • Content sign-off cycle time (draft to publish, days)
Sales Agent
Enriches qualified leads, manages pipeline, supports AEs to close faster.

What it does

  1. Receives qualified leads from Marketing Agent
  2. Enriches profiles (company name, headcount, type, LinkedIn/website data)
  3. HubSpot pipeline: Enriched → Picked up → In progress → Closed
  4. AE handoffHumanGAP
  5. Signals Onboarding Agent when deal closes
GAPAE Handoff: Understanding how Round structures their sales handoff with AEs is an early priority for me.

Level 1 KPI Trackers

  • Active pipeline value
  • Pipeline velocity (avg days per stage)
  • Stage-to-stage conversion rate
  • Close rate (closed won / total closes)
Onboarding Agent (Rondo)
Parent agent orchestrating two sub-agents, contract-signed to first deposit.
Sub-agent flow
Welcoming sub-agent
Greets customer, requests KYC docs by type.

What it does

  1. Customer greeting
  2. KYC document request (varies by customer type: VC, US company overseas, PSCs UK company)
  3. Signal KYC sub-agent
signals
KYC sub-agent
Built ✓
GPT-4o vision; verifies and forwards.

What it does

  1. Receives signal from welcoming sub-agent
  2. AI pre-checks document completeness, type, and legibility before human and compliance partner review
  3. IF passes: informs customer AND forwards documents to compliance partner
  4. IF fails: informs customer to re-upload
  5. Signals Activation Call when KYC clears
GAPCompliance partner handoff: Documents reaching the compliance partner depends on the processes (ex: API integration, email, or partner portal) that are not known to me as of yet. Understanding this is important before building the forwarding logic.
signals Activation Call when KYC clears

Level 1 KPI Trackers (whole flow)

  • Time to KYC submission
  • Time to approval
  • Time to first deposit
  • KYC pass rate (auto-check %)
Reporting Agent
Receives event streams from execution agents and insights from the Master Agent. Builds the weekly GTM dashboard.

What it does

  1. Receives event streams from all execution agents
  2. Receives insights from Master Rev Ops Analysis Agent
  3. Builds weekly GTM dashboard: Marketing, Sales, Onboarding streams
  4. Shows KPIs, bottleneck heatmap, performance trends
  5. Traffic-light health system (Green / Amber / Red) across all functions
qualified lead
deal closed
AE handoff ↓ HUMAN
KYC clears → activation
3Human Steps & Follow-on
AE Handoff
HumanGAP
Account Executives pick up enriched profiles, run sales conversations, close deals.
GAPAE Handoff: Understanding the current sales handoff process with AEs would be an early priority for me.
Activation Call
Human
Human-led activation call to walk customer through the product before first deposit.
Deposit Agent
Tracks first deposit and closes the onboarding loop.

What it does

  1. Reminds customer if first deposit not made within X days
  2. Closes loop once deposit arrives
Hover or click any agent card to reveal what it does and its Level 1 KPI trackers.