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Distinct shells carrying a filed role for this person — not every shell they have ever touched.
SEC-verified vehicles of the same sponsor, predating these roles and carrying none of them. The badge counts them; the figure beside this one does not.
Mergers closed across all 2 — these vehicles and the franchise's earlier ones together.
Announced but not closed, and still hunting — again over all 2.
No closed vehicle here has both a stored price and a filed trust value to score it against.
1 vehicle on file, newest listing first
none appears on more than one
Daniel Lee, CFA has served as our Head of Business and Corporate Development and our Chief Financial Officer since inception. Mr. Lee also served as Head of Business and Corporate Development of Sizzle I from its inception in October 2020 and the Chief Financial Officer of Sizzle I from January 2024, in each case until its initial business combination in February 2024. Since May 2018, Mr. Lee has served as SVP of Business Development at Salis Holdings LLC, where he works on potential acquisitions and financings for the company on an as needed basis. He is also Co-Founder and President of Diligence Capital Management, LLC, a financial sector-focused fund sponsor seeking to drive long-term excess returns by focusing on shareholder engagement & activism, balanced by a core portfolio of holdings. Since December 2016, Mr. Lee has been a Managing Partner at Candlelight Capital Advisors, LLC, an advisory and consulting firm providing business strategy and corporate development services. From January 2022 to June 2023 Mr. Lee served as the CFO at Enspira, Inc., a human capital services, search, and technology firm, where he helped lead a successful process culminating in the sale to a strategic buyer. Mr. Lee served as the CFO of RiskSpan, Inc. from November 2017 to April 2019.
This record is keyed to SEC CIK 0001853536 — the identifier this person files under in their own name. Every vehicle above is a filing made under that CIK, so “the same person on two shells” is a fact about an SEC identifier rather than about a name that happens to match.
Roles are the strings the filings used, in the order they were filed. Nothing on this page ranks them, infers seniority, or offers a reason why any two of these names recur — a recurrence is a count, and the filings that produced it are linked beside every row. We also hold 11 institutional-holder rows on these vehicles, under 6 distinct name strings, and none of them is counted across vehicles: that table has no CIK column, and matching holders by name would merge firms that are not the same firm.