Dan Simon

Board Member / CEO / COO / Strategic Advisor / Private Equity

Steamboat Springs, Colorado, United States

About

I’ve always been driven by the opportunity to create a healthier, brighter future. This passion has guided my career across energy, biotech, food, healthcare, software, and fintech, where I’ve built and scaled transformative businesses that positively impact millions of lives. Over the last 20 years, I’ve had the privilege of founding and leading three companies from inception to over $100 million in annual revenue and one that surpassed $1 billion, culminating in a public offering: Biofuel Energy Corp (NASDAQ: BIOF). Currently, at Sunny, where we are simplifying healthcare by integrating payments, benefits, and rewards into a seamless, intuitive platform. Together with my trusted team—many of whom I partnered with at Welltok, where we raised $250 million, acquired seven companies, and became leaders in healthcare consumer engagement—we’re creating solutions that drive real value for payers and consumers alike. in the last three years, we’ve raised $40 million, launched two groundbreaking software products, secured strategic partnerships with Costco and Visa, and expanded our footprint to over 1 million members. Prior to Sunny, I served as a founder, CEO/COO, and investor, with a proven track record of building high-growth technology companies and creating shareholder value. My experience includes multiple successful exits, including mergers, acquisitions, increased valuations, and IPOs. Along the way, I’ve helped scale businesses across 30 countries, served on the boards of multiple companies, universities, and non-profits, and refined a process for leading startups through exponential growth. At Sunny, we are harnessing this expertise to revolutionize healthcare engagement. By simplifying payments, benefits, and rewards, we’re improving member satisfaction, driving acquisition and retention for payers, and ultimately creating a healthier future. If you’re focused on innovation that drives healthier lives and delivers real value, let’s connect.

Experience

  • Co-Founder, President, COO, and Board Member at Sunny
    Jan 2023 - Present · 3 yrs 6 mos

    Sunny is helping to solve consumer engagement — one of healthcare’s biggest challenges — by pairing high value actions with the right financial incentives, to improve outcomes and drive quantifiable results.

  • Founder and Managing Partner at Elevant Advisors, LLC
    Jul 2010 - Present · 16 yrs

    A boutique advisory firm providing services to public and private investment funds, family offices, investment banks, and companies.

  • Executive Advisor at Bessemer Investors
    Jan 2012 - Present · 14 yrs 6 mos

  • Advisory Board Member at Aanika Insurance Services LLC
    Sep 2017 - Present · 8 yrs 10 mos

    Aanika is the first to develop proprietary biotechnology for an insurance application, and from there has grown to become a full-service risk management company and proud Lloyd's of London cover holder.

  • Founder and Managing Partner at Elk River Capital, LLC
    Jan 2015 - May 2026 · 11 yrs 5 mos

    Industrial real estate focused private equity fund manager. Currently operating two funds Elk River Capital Partners 1, LP and Elk River Capital Partners 2, LP.