Daniel Lee, CFA in

Daniel Lee, CFA

Evaluator · DISC type sdc
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.

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

How Daniel shows up

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

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.
+5 more topics Login to view topics
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)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Daniel. Free, 10 seconds.