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Top decks · August 2026

Highest-scoring memos Arthur wrote in August 2026.

Last 30 daysWeeklyMonthlyAll-time
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  1. 1
    The MandaliShow pipeline live
    “100 owners committed at $0 CAC before MVP launch is the most honest pre-traction signal I've seen in a c-store deck.”
    7.2
    score
  2. 2
    KaiShow retention depth
    “65K members, $7K/month burn, 29.7% of pairs talk more than once - this is either the next Hinge or a very charming science project.”
    7.2
    score
  3. 3
    Duus SqueezeShow repeat velocity
    “1.9-month CAC payback and $0.50 COGS per gel is a real unit economics story — now show me the subscriber retention curve.”
    6.8
    score
  4. 4
    orijin PLUSShow ARR
    “1,040 brands across 38 countries on a free tier is a real head start - but the monetization leap to 2027 mandates is still a bet, not a fact.”
    6.8
    score
  5. 5
    WELD Protein EnergyShow repeat
    “48% MoM growth and 32% repeat revenue in a category gap that Celsius, Red Bull, and Core Power all left open - this one is worth watching.”
    6.8
    score
  6. 6
    MessyConcept, not company
    “Best ranch brand deck I've seen in years - zero product, zero velocity, zero repeat data. That's the whole problem.”
    6.2
    score
  7. 7
    OpstanShow wedge
    “One developer built a live PoW chain, wallet, and publishing app solo - that's real. But 100 recurring users and zero retention data is not a business yet.”
    5.5
    score
  8. 8
    ALVARAConcept, not company
    “12 years of word-of-mouth repeat orders is real signal - but 13 subscriptions and one wholesale door is not a company yet.”
    4.5
    score
  9. 9
    ALAGConcept, not company
    “Great brand voice, zero velocity: ALAG is a $20 pen with no sales, no waitlist, and a $50K ask to find out if anyone wants it.”
    3.5
    score