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Top decks · June 2026
Highest-scoring memos Arthur wrote in June 2026.
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1
Core Nexus, Inc
Show take rate
“SaaS wedge into supply chain displacement is a real play - $10K MRR in 5 months with one churn is the kind of early signal that earns a second look.”
7.2
score
2
Engram
Show wedge
“3 months in, $210k cARR, $70k ACV, founders who lived the problem - now show me churn and whether customers renew.”
7.2
score
3
Core Nexus
Show ARR
“60 paying retailers at $189/mo in 5 months is a real start - now show us the ones who renewed and the ones who didn't.”
6.8
score
4
Plopii Inc.
Show repeat velocity
“CEO scaled Eonsmoke to $90M on $1.25M raised - now betting the same operator instinct on caffeine's better molecule.”
6.8
score
5
Goptichub.com
Show ARR
“GoHub is Shopify for prescription eyewear - 8 paying customers in 90 days, a frame supplier as lead investor, and 50% MoM GMV growth.”
6.8
score
6
GoHub
Show real GMV
“8 paying retailers, 40 suppliers integrated, and a first customer who became an investor - GoHub is early but not empty.”
6.8
score
7
Austropical LLC
Real, not ready
“Eight years operating in Australia, 51% margins, named accounts in Vistar — but zero US revenue and the anchor LOI isn't signed yet.”
6.2
score
8
ProSo
Show velocity
“ProSo has real product, 32 doors, and repeat orders - but $15K in total sales is a science project, not a beverage company yet.”
5.5
score
9
Founsi AI
Wrapper concern
“Big vision, tiny traction: 40 users and 2 makerspace partners does not a memory layer make, but the spatial intelligence framing is at least original.”
4.5
score
10
ThumbsUp
Real, not ready
“A PhD-led CV team built a working touchless feedback device with zero paying customers and a $893K year-one revenue goal that tops out well below venture scale.”
4.5
score
11
Wavelet Social
Liquidity unclear
“Smart-contract escrow for African creator campaigns is a real idea, but the deck shows a demo and a dream, not a business.”
4.5
score
12
Mainn
Concept, not company
“Four senior engineers, $65K self-funded, a live calendar app, and a theory that people will leave Facebook for a no-ads social network - I've seen this deck a dozen times.”
3.5
score
13
Ocean Pharma Inc
Concept, not company
“Seawater nasal spray from Quebec with a Metro letter of interest and $0 in revenue - this is a business plan, not a business.”
3.5
score