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Top decks · April 2026
Highest-scoring memos Arthur wrote in April 2026.
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Last month
1
Jesse & Ben's
Velocity earned
“Top 3 velocity SKUs in frozen potatoes across all of Whole Foods - in under 2 years. The shelf doesn't lie.”
8.5
score
2
Attentive
Show ARR
“Serial exits, a patent-pending opt-in mechanic, and a category that email never fully conquered - but zero live revenue in this deck.”
7.8
score
3
Tessera
Show real LOIs
“TrajEval beats every LLM judge on T-Bench at 0.14ms and $0 cost - the benchmark numbers are real and reproducible.”
7.8
score
4
Fewwords
Show real LOIs
“The agent had permission every time. The call still shouldn't have happened every time. That's the whole thesis, and it's a real one.”
7.8
score
5
OmniThink AI
Show ARR velocity
“A $35K Stitch Fix pilot that converted to a $650K 3-year contract is the kind of signal that gets my attention - now do it ten more times.”
7.2
score
6
Martie
Show liquidity
“martie has 4,000 brand partners, $25M ARR run rate, and 250% YoY growth two years running - now show us the repeat purchase rate.”
7.2
score
7
NØRSE CØDE
Show velocity
“60-day repurchase jumped 4.6x in one quarter after a single messaging pivot - that's not luck, that's an operator who knows what he's doing.”
7.2
score
8
HOB
Show velocity
“HOB did ₹51Cr ARR with 25 stores and <15-month payback - the Chipotle playbook applied to biryani is working.”
7.2
score
9
Shipsi
Show ARR, show retention
“175 active brands, 100%+ retention, and $50M GMV contracted - if the revenue chart catches up to the story, this is real.”
7.2
score
10
VIVI LABS
Show repeat velocity
“22% MoM growth, 63% subscription, $121 AOV, and 330 clinicians recommending it - Vivi is earning the next round, not asking for faith.”
7.2
score
11
Clippable
Show real wedge
“65% DAU/MAU, 4.5 K-factor, 5K users with zero paid acquisition - the engagement numbers are real, the revenue model is not yet.”
7.2
score
12
PHANTERA
Show real LOIs
“Western fraud models were trained on the wrong half of the world - PHANTERA is building the intelligence layer that actually fits Africa.”
7.2
score
13
Soro Technologies
Show retention at 90d
“501 paying users across 7 markets in 12 days, 32.7% repeat rate, WhatsApp-native - this is a real signal, not a demo.”
7.2
score
14
WHY.com
Show wedge
“WHY.com has $1.82M ARR, a repeat-operator CEO, and a genuinely sharp insight: social has audience but no intent layer. Now prove it holds.”
7.2
score
15
Fund Flow Os
Show ARR
“19 paying customers, 0% churn over 6 months, bootstrapped to $3,712 MRR - the early signals are real, but the customer count is still tiny.”
7.2
score
16
Gensail
Show ARR
“$330K committed ARR from 2 customers at pre-seed is a real number - now show it holds and scales past 10 logos.”
7.2
score
17
Partnify
Show ARR conviction
“€129k MRR, 3k paying companies, 102% NRR, 3-month CAC payback - this is a real business with a real wedge, not a demo.”
7.2
score
18
Ad Atomica
Show real data
“192 CDK compounds at $50 each, a Top 50 pharma in due diligence, and a science board that would make any biotech envious - now show us the binding results.”
7.2
score
19
Tembo
Show volume trajectory
“Tembo has $370M processed and Flutterwave on the customer list - the wedge is real, but the deck skips the numbers that matter most.”
7.2
score
20
CHRONITRACK HEALTH.
Show data, earn the round
“84% medication adherence with paper and Excel, 9 paying patients, a pharmacist founder with 7 years on the ground - this is real, not PowerPoint.”
7.2
score
21
Sentiment AI
Show wedge, show retention
“18% MoM growth, customer-funded, zero external capital - Sentiment AI is either the real thing or the best-looking early traction I've seen this quarter.”
7.2
score
22
Mamita Mae
Show velocity
“35% DTC conversion on warm traffic and a Sprouts buyer who already knows your name is a real head start - now show repeat.”
7.2
score
23
FLOWLOGIC AI
Show wedge
“Two founders who've actually operated cash vaults attacking a $5B market that still runs on PDFs and phone calls - the domain fit is real.”
6.8
score
24
Praktikant, Inc
Show multi-RIA ARR
“One paid pilot at $240K ARR with 250 users queued - the pipeline is real, but this is still a one-customer company.”
6.8
score
25
3 Farm Daughters
Show door count
“50.7% repeat rate and 428% Amazon growth on a $1.50 COGS pasta is a real signal - now show me the retail velocity.”
6.8
score