The balance sheet is the starting point
Plumbline is building an entity-first desk for businesses that want one workflow for idle cash, public-market positions, and curated private placements. The account is considered against the operating entity rather than treating business capital like a personal side account.
What entity-first means here
- The account is built around an LLC or C-corp EIN.
- KYC, AML, and beneficial-ownership review come up front.
- Eligibility depends on the entity, jurisdiction, verification outcome, and product.
Details before capital
Final account, custody, insurance, fee, and timing terms are disclosed through onboarding documents. That level of clarity is the standard Plumbline is building the desk around.