Daniel Lee, CFA

Evaluator
DISC Type : sdc

Co-Founder at Diligence Capital Management, LLC

Park City, Utah, United States

Overview

Dan is a finance executive with over 20 years of experience as an investor and operator across the technology, media, and financial sectors. He is the Co-Founder of Diligence Capital Management and the CFO of Sizzle Acquisition Corp. II, his second SPAC. A CFA Charterholder, he holds a B. A. from the University of Virginia. Colleagues describe him as diligent, resourceful, and well-prepared.

There is no publicly available information about his personal life or hobbies outside of his professional accomplishments and his connection to the University of Virginia.

He has deep expertise in special purpose acquisition companies (SPACs), serving as the CFO and Head of Corporate Development for two such companies.

Personality Overview

Quality Focused

Thorough Evaluator

Hard To Convince

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

SPAC Operations
He serves as CFO and Head of Corporate Development for Sizzle Acquisition Corp. II, his second blank-check company, indicating specialized expertise in this area.
Shareholder Engagement
His firm, Diligence Capital Management, was founded to drive long-term returns by focusing on shareholder engagement and activism.
Financial Sector Investing
As Co-Founder of Diligence Capital Management, he focuses on investing in the financial sector, a key area of his professional experience.

Media Appearances

Daniel has no verified media appearances

Work History

1-2024
Co-Founder at Diligence Capital Management, LLC
11-2024
CFO & Head of Business and Corporate Development at SIZZLE Acquisition Corp. (NASDAQ: "SZZL")
8-2024
Advisor at Warrior Group
8-2016
Venture Partner at NextGen Venture Partners
9-2015 - 7-2016
VP of Investments at NextGen Venture Partners

Education

1999 - 2001
B.A. from University of Virginia
1997 - 1999
Education details unavailable from Vanderbilt University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Park City, Utah, United States Job Level : Leadership Designation : Co-Founder at Diligence Capital Management, LLC
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Daniel

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Daniel take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Daniel

Personality Compatibility


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