Rasmus Klaassen
Know what your capital is actually doing.
Investment advice and fractional CFO leadership for families and owner-led businesses across the Baltics.

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Years in investment, capital raising & CFO leadership
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Active finance & investment mandates
€0M+
Combined asset base across current mandates
€0M+
In debt & equity transactions structured
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.
Services
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
Your portfolio has grown, but nobody is looking at the whole picture.
You are preparing for succession, or bringing the next generation into the picture.
A business sale, dividend or other liquidity event has created significant capital to deploy.
Your bank or wealth manager is proposing investments and you want an independent second view.
What it covers
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
Margins and cash flow need a steadier hand than side-of-desk spreadsheets.
The business has outgrown its current finance function.
The CEO or owner is still effectively acting as CFO.
Reporting exists, but it does not give management or owners the clarity they need.
What it covers
Typical fit
Usually companies with more than €3M in revenue. Retainer, billed annually.
Background
Experience, in context.
Where the seats have been, in order. Owner-operators want the track record, not the philosophy.
See my full resumeMarkets → Finance leadership → Founder → Advisor
Capital markets
2020 – 2021
Eesti Energia
Credit & Market Risk Manager
Corporate finance
2021 – 2022
Olerex
CFO
Building & operating
2020 – Present
Fundvest
Co-founder / CEO → CFO
Acquired by Clear Junction in 2026
Fractional leadership
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.
A first conversation
Ready to know where your capital stands?
Whatever works best for you — book a call or send a message.
01 · Book a call
A 30-minute intro call
No obligation, handled with discretion. Pick a time that suits you — the calendar opens in a new window.
02 · Write a message
