Sentiero Ventures

“The interesting opportunity for most of our companies is to be able to marry that sort of private data that's behind the scenes or that proprietary data. With these public models.”

“So we don't use a lot of metrics. You don't have a clearly defined customer acquisition cost or lifetime value yet just because of the age of the company. But we do look for is exactly one of the things that you described is we want to see customers voting wit…”

“You built the thing. People are buying the thing, find more people that will buy that thing. Because the insight there is that a lot of times what we tend to do is we tend to look past the people that are already paying us. Right. And you go and you look and y…”

“So for our thesis and our profile, it's always mandatory that founders have experienced In the vertical market that they serve.”

“So we tend to like the, we call it the jobs not being done. You know, it's the, it's places where they've historically been under-resourced and under-invested. So think about things like compliance and human resources.”

“So what ends up happening on the agentic side is the, we tend to require companies to have a much deeper solution than you would in the co-pilot use case.”

“I think, unfortunately, I think the phrase agentic has become overused, and it really is more hype than reality, but I do think there, the core of the shift to agentic is, is really enterprises are looking for demonstrable ROI.”

“So I think I would agree with that founders are going to be a part of sales essentially into perpetuity.”

“Building deep vertical solutions is still really difficult because if you think about the data that's been used to train chat GPT, it's largely data that's available on the internet.”