Usually funding is not the highest leverage input to an org succeeding or not -- it is some combination of having a committed and high-skill team in place, product vision / theory of change, targeting the right problem, speed of execution, etc.
In this case, I believe that Sentinel has many of these ingredients in place for generating significant social value in expectation (their memo goes into more detail on the argument for this, and this analysis should hold some weight given the team's forecasting track record), but they are currently a non-consensus bet among philanthropic donors. In startup terms, I believe that makes this org 'undervalued', i.e. impact alpha is available for early investors, even for relatively small dollar amounts.