Plumbline is the business-account desk for entity cash and capital decisions. Organize idle cash, public-market positions, and curated private opportunities around your EIN — one workflow for the people responsible for the balance sheet.
The desk
Built for LLC and C-corp operators who want entity-first capital decisions without stitching together separate tools.
Plan idle balances with a Treasury ladder or money-market strategy, keep operating liquidity visible, and make allocation decisions from the entity view.
Treasury ladder · chosen by operator Money-market strategy Operating liquidity in view
Organize public stock and ETF decisions in the same operating view as cash and private allocations. Keep the workflow understandable to the team responsible for the balance sheet.
Equities + ETFs Order workflow · review + record Public-market positions in view
Surface private opportunities with a review step before an operator decides whether to pursue an allocation. Keep eligibility, documents, and follow-up tied to the entity.
Reviewed per opportunity Operator-requested allocations Documents + decision history
Early operator cohort
Join if you run an LLC or C-corp and are organizing business reserves, public-market positions, or private opportunities. Early users can expect a note from the founding team, an entity-focused onboarding conversation, and a small cohort as the desk takes shape around real workflows.
Onboarding
No shoehorned personal account. The desk is opened against the entity on day one, with paperwork that your accountant already has on file.
Start with the LLC or C-corp and the business details your onboarding requires. Keep the account context tied to the company from the first step.
Map the cash you want available for operations and the capital you may want to allocate. Keep the planning conversation in one place.
Choose how you want to think about idle cash, public-market positions, and future opportunities. Adjust the plan as the business changes.
See opportunities after review, then request more information or an allocation when it fits your mandate. Keep the decision and documents connected to the entity.
Trust posture
Built around the entity, not the founder. Plumbline is designed to give operators a clear view of the choices behind cash, positions, and private opportunities.
Operating context
Keep cash plans, market positions, and private opportunity decisions tied to the business profile.
Decision posture
Private opportunities are presented for consideration before an operator decides whether to proceed.
Record-keeping
Keep the reasoning, documents, and follow-up around an allocation in one place.
Operating hygiene
Bring the capital conversation into one desk so the team can make decisions with the same picture.
An operator’s note
The first decision after setting aside operating cash is where the rest of the capital belongs. Plumbline brings that conversation — cash, public-market positions, and private opportunities — into one entity-first workflow.
An operating principle · Plumbline
Questions
If the question below doesn’t cover the workflow you have in mind, write to plumbline-mrkba0@polsia.app.
Open the desk
Reach out for the cohort onboarding checklist. We onboard a small number of operators at a time so the desk stays aligned with the real workflow.
Read field notes