Team
Operators, not allocators.
SwellPoint is run by people who have built, operated, and financed companies themselves — and bring that experience to the founders we back.
Founder & Managing Partner
Jeff Lam
Strategy & Investments
An operator with more than twenty years building companies across technology, real estate, and care services.
- Experience
- Two decades building and advising companies across technology, real estate, and care services
- Digital strategy for Toyota, Nissan, Mazda, and Scion; consulting with Ernst & Young, Capgemini, Aon, Farmers Insurance, and Disney
- Focus
- Investment strategy and founder partnership
- Operating judgment across all sectors
- Education
- Harvard Business School — OPM 66/67
- MBA, Southern Methodist University
- B.A., Psychology, University of California, Irvine
Leadership
Chief Operating Officer
Daniel Whitfield
Operations & Portfolio
Leads operations across the firm and hands-on support inside portfolio companies — systems, hiring, and the unglamorous infrastructure that decides whether a small company survives its fifth year.
- Experience
- 20+ years in operations leadership across multi-site services and technology businesses
- Former COO of a private-equity-backed healthcare operator; VP of Operations at a growth-stage logistics platform
- Focus
- Multi-site operations, integration, and turnarounds
- Hiring, process design, and margin discipline
- Education
- MBA, Northwestern University (Kellogg)
- B.S., Industrial Engineering, Purdue University
Chief Financial Officer
Kevin Tran
Finance & Diligence
Owns the numbers — underwriting, diligence, and the financial discipline behind every investment. Translates a founder's operating reality into the unit economics that hold up over a decade.
- Experience
- 18+ years in finance leadership and investment diligence
- CFO and VP of Finance roles at private-equity-backed companies; began career in transaction advisory
- Focus
- Underwriting, diligence, and capital structure
- FP&A, reporting, and audit readiness
- Credentials
- CPA · CFA
- MBA, University of Chicago (Booth)
- B.S., Accounting, University of Texas at Austin
Investor Relations
Sofia Marchetti
Capital & Partners
The bridge between the firm and its capital partners — reporting, communication, and the trust that keeps long-term investors aligned with a long-term strategy.
- Experience
- 15+ years in investor relations and capital formation
- IR lead at a mid-market private equity firm; relationship management across institutional and family-office capital
- Focus
- LP relationships, reporting, and transparency
- Fundraising and partner communications
- Credentials
- CAIA
- B.A., Economics, University of California, Los Angeles
Legal Counsel
Margaret Caldwell
Legal & Structuring
Handles the structure behind every deal — transaction documents, governance, and the legal discipline that protects founders and the firm alike over a long partnership.
- Experience
- Corporate attorney specializing in M&A, venture, and fund transactions
- Private-practice partner track followed by in-house counsel at a growth-stage company
- Focus
- Deal structuring, governance, and fund formation
- Transactions, compliance, and risk
- Credentials
- J.D., University of Texas School of Law
- B.A., Political Science, Howard University
- Member, State Bar of Texas