Daniel Lee, CFA in

Daniel Lee, CFA

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Co-Founder at Diligence Capital Management, LLC
📍 Park City, Utah, United States

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.

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Experience
10 Years
Current Role
Co-Founder
Job Level
Leadership
Location
Park City, Utah, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Daniel cares 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.
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Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1999 - 2001
B.A.
University of Virginia
1997 - 1999
Education details unavailable
Vanderbilt University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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