The intersection most consultants miss.

Fiduciary fluency. Regulated financial services experience. Five years at the AI build layer.

The Thinking

Why generic AI consulting fails inside fiduciary firms.

The Problem

Generic AI prompts produce generic output. Generic output gets reworked by senior staff. The time saving evaporates.

The Practice

Implementations built by someone who reads the same documents your firm produces. Tools that survive contact with real work.

Founder

Daniel Greaves.

Finance & Fiduciary

  • CEO & CIO, NOVA9 CapitalBVI-licensed investment manager
  • Director, BVI-licensed fund
  • Former sell-side equity analystSA institutional stockbrokerage
  • 10+ years across public and private markets
  • Previously ran sales for a SA outsourced CFO firm
  • BCom Economics & Investment ManagementStellenbosch University

AI — Five Years at the Build Layer

  • GPT-3 beta access, October 2020Two years pre-ChatGPT
  • API and console level across Claude, OpenAI, Gemini, Groq, Perplexity
  • Production AI tools since custom GPTs launched in 2023
  • Founded and exited FueltoFlyData-driven sales enablement platform
  • Currently focused on AI that takes real work off teams
What We Are Not

The gap, named.

Not Big 4

$80k engagements at firms our size aren't worth their COGS. They won't compete here.

Not Venture-Backed

Not a wealthtech vendor selling licences. Pure services, no platform lock-in.

Not the Anthropic-Blackstone JV

Their target is PE-owned mid-market. Not independent fiduciary firms.

ctrlroom.ai sits in the gap deliberately. Small enough to ship fast. Specialised enough to know what a TV is.