A private investment firm helping accredited investors and family offices access opportunities across private credit, real estate and business equity.
We DD every lending partner's platform, invest our own capital alongside our LPs, and provide accredited investors disciplined access to private credit
Freedom, deliberately built.
We built the firm around a simple belief: investing should create more than account growth. It should create choices—over your time, your work and the future you are building.
Build income and reduce dependence on earned income alone.
Create the flexibility to live and invest on your own terms.
Turn long-term capital into greater personal optionality.
Valhalla grew from years spent building companies, raising capital, working with investors and investing personal capital across private markets.
Erik brought decades of executive leadership, business transformation and principal investing. Caitlin brought sales, investor relations, fund operations and a relentless focus on the investor experience. Together, they created a firm organized around clarity, alignment and opportunities they are willing to invest in themselves.
Business-building experience informs how opportunities and partners are evaluated.
The firm was designed by people allocating their own capital—not just managing other people’s.
Relationships create entry to specialized strategies outside public exchanges.
Transparent communication and shared economics shape every investor relationship.
Valhalla combines institutional operating experience with a deeply personal understanding of why people invest: to create freedom, security and control over their time.
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Erik has led companies from startup through scale, transformation, capital formation, M&A and exit.
His executive experience spans board chair, GM, president, CFO, COO and CRO roles. Across Europe and the United States, he has helped drive growth for more than 30 companies and serves as an angel investor, advisor and board member across sectors including defense technology, manufacturing, marine, EV and real estate.
Raised in northern Sweden, Erik served in the Swedish Navy before earning a master’s degree in advanced finance from Uppsala University. His pursuit of financial independence has taken him from corporate boardrooms to mountaintops and sailboats—and ultimately to building Valhalla for investors seeking the same freedom to live deliberately.
30+
2
6
EXECUTIVE LEADERSHIP
ADVANCED FINANCE
M&A AND CAPITAL STRATEGY
BOARD GOVERNANCE
Caitlin built her career around understanding how capital, communication and execution come together.
A graduate of the University of Notre Dame, Caitlin built an award-winning career in sales before moving deeper into private-market capital raising, investor relations and fund operations. Across more than a decade in sales, startups, investor relations and operations, she has helped raise tens of millions of dollars in capital while building the systems required to support a growing investment firm
Her philosophy is grounded in optionality: real wealth should give people greater authority over their health, time and decisions. At Valhalla, she brings the investor’s perspective into every operational detail—from the first educational touchpoint through subscription and ongoing communication.
10+
$20M+
4
FUND OPERATIONS
INVESTOR RELATIONS
REVENUE STRATEGY
COMPLIANCE AND ONBOARDING
We invest alongside our investors and evaluate decisions as owners.
Investors should understand the return engine, the structure and the risks.
Compelling opportunity never replaces underwriting, diligence and monitoring.
Capital relationships are built through consistency before, during and after an investment.
Erik speaks with investor communities, financial professionals, founders and private-market platforms about private credit, capital strategy, leadership and building financial freedom deliberately.
Available for webinars, podcasts, conference panels and private investor education sessions.
Private credit: where returns come from and what investors should evaluate
Self-directed retirement accounts and alternative investments
Capital strategy, scaling and the operator’s view of private markets
Creating financial independence beyond a traditional portfolio
Whether you are an investor, referral partner, podcast host or founder, tell us what brought you here and we will route your inquiry appropriately.
Review the Income Fund thesis, terms, risk framework and investor materials.
