Evans: Sentiero ignores CAC and LTV metrics for early-stage startups
David Evans · Harnessing AI through Seed-Stage Investments: Insights from David Evans of Sentiero Ventures · Jun 2, 2025 · at 19:22
David Evans, Managing Partner at Sentiero Ventures, discusses how the firm evaluates traction in seed-stage startups.
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“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 with their wallets. Now I don't care specifically for a floor on a revenue number. But I want to see the, that team can take their products, bring it to market, Acquire a lead and bring that lead all the way through the sales funnel and convert them to the convert them to a customer.”
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