20 VC 091: Daniel Waterhouse @ Balderton Capital on Investing Styles, Venture Landscapes and The Future of AI

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Daniel Waterhouse is a General Partner @ Balderton Capital, which he joined in 2013 and he currently sits on the boards of Top10, ROLI, Lovecrafts, TrademarkNow, Tictail, Achica, Thread and Workable. Prior to Balderton, Daniel spent 5 years as a partner at Wellington Partners and invested in a number of fast-growing companies including EyeEm, Hailo, YPlan, Bookatable (also a Balderton portfolio company), SumAll, Readmill (sold to Dropbox) and Qype (sold to Yelp). Before Wellington, Daniel was a sector partner at 3i where he worked on all of their venture and private equity investments in the internet sector in North America and Europe.

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In Today’s Episode You Will Learn:

1.) How Daniel made his way into the wonderful world of VC?

2.) A little birdie, possibly named Suranga, told me that you had a degree in Applied Mathematics from Oxford. How do you think that has impacted your investing style?

3.) At Balderton 50% of the partners have very operational backgrounds and 50% are much more investment rooted. What has Daniel gained and missed as an investor from having a outside view of the startup world?

4.) How has Daniel seen the landscape change in the last 15 years? What was his first pitch meeting like? What was his last like?

5.) What are Daniel’s thoughts on the enterprise SaaS space? Do Daniel think there is further to go in the consumerisation of Enterprise Software? Does the announcement of Emergence moving from the sector signal a turning tide?

6.) Daniel led the investment in Curious AI and Thread, using machine learning to augment its stylist approach, so what makes Daniel excited about the developments in AI? How is the sector going to develop over the next 20 years?

Items Mentioned In Today’s Show:

Daniel’s Fave Book:  The Brain That Teaches Itself

Daniel’s Most Recent Investment: Curious AI

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