Rasmus Klaassen

Know what your capital is actually doing.

Investment advice and fractional CFO leadership for families and owner-led businesses across the Baltics.

Rasmus Klaassen

0+

Years in investment, capital raising & CFO leadership

0

Active finance & investment mandates

€0M+

Combined asset base across current mandates

€0M+

In debt & equity transactions structured

Figures above are rounded. Exact numbers and mandate details are shared directly, on request.

Independent

No house products, no referral fees — nothing but what’s right for your capital.

Hands-on

Direct access to the person doing the work, not a relationship manager relaying it.

Long-term

Engagements built around years, not quarters — for decisions that actually compound.

Two ways to work together.

Pick the side that describes you — jump straight to it.

For families & individuals

Investment advisory

Capital allocation for families, family offices, and institutional clients. Long-horizon portfolios across public markets, private investments, and structured exposures — built on transparency, tax efficiency, and removing every conflicting incentive.

Where I usually step in

01

Your portfolio has grown, but nobody is looking at the whole picture.

02

You are preparing for succession, or bringing the next generation into the picture.

03

A business sale, dividend or other liquidity event has created significant capital to deploy.

04

Your bank or wealth manager is proposing investments and you want an independent second view.

What it covers

01Portfolio and risk review
02Asset allocation strategy
03Ongoing quarterly reporting

Entry point

Usually starts around €1M of investable assets.

For owner-led businesses

CFO & capital raising

Senior financial leadership on a part-time basis, for businesses that need the function before they need the full-time hire. I run the raise, clean up the reporting underneath it, and sit opposite the bank, the fund, or the regulator so you don’t have to learn that language mid-negotiation.

Where I usually step in

01

Margins and cash flow need a steadier hand than side-of-desk spreadsheets.

02

The business has outgrown its current finance function.

03

The CEO or owner is still effectively acting as CFO.

04

Reporting exists, but it does not give management or owners the clarity they need.

What it covers

01Financial planning and forecasting
02Fundraising and lender readiness
03Board and investor reporting

Typical fit

Usually companies with more than €3M in revenue. Retainer, billed annually.

Experience, in context.

Where the seats have been, in order. Owner-operators want the track record, not the philosophy.

See my full resume

2020 – 2021

Eesti Energia

Credit & Market Risk Manager

2021 – 2022

Olerex

CFO 

2020 – Present

Fundvest

Co-founder / CEO → CFO

Acquired by Clear Junction in 2026

2022 – Present

Reedest · Nordview · Skawen Production · SME Bank · INVL Family Office, among others

Fractional CFO / advisory roles

Education

MSc, Investment Management & Corporate Finance — Hanken School of Economics.

MBA, Insurance & Risk Management — MIB Trieste School of Management.

BSc, International Business — Aalto University.

Credentials

Investment Advisor’s Licence. Associate (ACSI) member.

English, Estonian, Russian.

Ready to know where your capital stands?

Whatever works best for you — book a call or send a message.

A 30-minute intro call

No obligation, handled with discretion. Pick a time that suits you — the calendar opens in a new window.