About the desk · 01

A clearer place for business capital to sit.

Plumbline is the brokerage and treasury desk built for businesses: one entity-first workflow for idle cash, public-market positions, and curated private placements.

The premise

Built around the operator

Cash, positions, and opportunities should be legible on the same entity balance sheet. That is the workflow Plumbline is building toward.

The brief

One desk, three jobs.

Plumbline brings together the cash-management, public-markets, and private-markets questions that operators otherwise answer across separate tools.

01 · Entity first

One account under the EIN

Plumbline is built for businesses that want the desk opened against the LLC or C-corp, with KYC, AML, and beneficial-ownership review handled up front.

02 · Cash to capital

A home for operating cash

The desk brings idle-cash management, public stocks and ETFs, and the operating balance into one workflow instead of asking an operator to move money between separate accounts.

03 · Curated access

Private placements with a checklist

Curated private placements are considered alongside eligibility, accreditation, and lock-up terms. Allocation is by operator request and remains subject to the applicable documents.

What is clear today

The details come before capital.

Final account, custody, insurance, fee, and timing terms are disclosed through onboarding documents. Plumbline is building the desk around that level of clarity.

Join the operator waitlist Read the FAQ

Intended / planned posture

Identity and safeguards come before access.

The planned workflow starts with identity, beneficial-ownership, and entity review, followed by eligibility and accreditation checks where relevant. Disclosures and opportunity documents should be understandable before an operator decides whether to proceed.

Any future custody or execution arrangement is intended to use regulated providers and appropriate segregation, subject to final provider, legal, and compliance arrangements. Plumbline is not currently a registered broker, custodian, adviser, bank, or live private-placement marketplace.

Current availability

Information and conversation are available today.

This site currently provides information, FAQ content, and an operator waitlist. Live account opening, custody, brokerage execution, treasury automation, and private-placement access are planned capabilities and are not currently available through Plumbline.

The team

A desk is only as credible as the people accountable for it.

Published profiles will appear here as the launch team is introduced. Until then, Plumbline will keep the page factual rather than fill the gap with placeholder people.

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