Approach

Architecture
before automation.

Tools don't fix operating problems on their own. We start with decisions: what your firm needs to become, what your stack should enable, and what governance must exist so outcomes hold under growth.

Principles

Three things that
have to be true.

Every engagement is built on the same foundation. These aren't talking points — they're the actual constraints we operate under.

Principle 01
Decision quality

Vendor and platform decisions should be evaluated with rigor — not sales demos and gut instinct. Every recommendation we make can be explained, documented, and defended.

Principle 02
Vendor discipline

Contracts and renewals should be governed proactively, not managed reactively. Most firms are overpaying for underperforming vendors because no one owns the calendar.

Principle 03
Governance that holds

Control frameworks shouldn't create bureaucracy — they should create resilience. Good governance means the firm operates consistently whether or not any single person is in the room.

Engagement model

A repeatable sequence.

Most clients begin with an Operating Architecture Assessment. It's bounded, deliverable, and designed to earn the right to do deeper work — not to lock you into anything.

Step 01
Assess
  • Map vendors, workflows, and costs
  • Identify overlap and risk flags
  • Deliver a prioritized blueprint
Step 02
Architect
  • Execute vendor selection and RFPs
  • Renegotiate renewals with leverage
  • Modernize workflows with governance
Step 03
Govern
  • Quarterly review cadence
  • Renewal discipline and roadmap
  • Fractional operating partner access
What we do

We own the
decision layer.

Architecture, vendor governance, and operational infrastructure — delivered by a single advisor who has operated at executive level in environments where getting these decisions wrong has real consequences. Every recommendation is documented, defensible, and built to hold under growth.


Most firms have capable vendors and capable staff. What they lack is someone at the decision layer — setting the architecture, owning vendor relationships, and ensuring the operating model scales deliberately. That is the role Anthracite fills.

"The tools are proof points — not the headline. The outcome is disciplined decisions and infrastructure that holds under growth."

Architecture
Setting the operating model, stack design, and governance structure that everything else is built on.
Vendor governance
Owning the full vendor lifecycle — evaluation, selection, contract negotiation, performance oversight, and renewal discipline.
Operational infrastructure
Building the systems, workflows, and controls that let the firm operate consistently — whether or not any single person is in the room.
Strategic oversight
Staying in the room as the firm grows — a fractional operating partner with full context and no handoffs.

Bring discipline to the stack.

Start with a short call. We'll identify whether an Assessment is the right first step — and tell you honestly if it isn't.