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Top decks · September 2026
Highest-scoring memos Arthur wrote in September 2026.
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1
Bookaball
Show ARR velocity
“65 venues, €625K ARR run-rate, 90% on 3-year contracts - bookaball is the rare seed deck where the retention story is actually built in.”
7.2
score
2
Together with Kai
Show repeat
“90K members at $0.07 CAC and 125K calls connected - but 63 paid subscribers and $0.046 ARPU is not yet a business.”
7.2
score
3
Realm Artesian Water
Show velocity
“Owned aquifer, owned plant, zero PFAS, and a tier that imported brands proved exists but no American has claimed. Now show the sell-through.”
6.8
score
4
VictoryFits
Show liquidity
“GLP-1 puts millions in a new size every 8-10 weeks and nobody built the wardrobe for it - that's a real insight, not a Google search.”
6.8
score
5
DUET CPG LTD
Show repeat
“Razor-and-blade logic applied to the pouch category is smart; $9.5M in global revenue is real; but zero North America traction means the model is still a hypothesis.”
6.5
score
6
Chiron Longevity Inc.
Show repeat
“USD 500K in 18 months with zero marketing budget is a real signal - but more than half came from Turkey, and the US subscription economics are entirely assumed.”
6.0
score
7
Tunul
Show wedge
“The insight is real: barcode systems genuinely fail for one-of-one goods. The deck just forgot to include customers, revenue, or a named founder.”
5.5
score
8
No Consequence Beverages
Concept, not company
“Built to 15 doors on $3K with zero outside capital - that's real hustle, but $2.5M in 2030 is not a venture outcome.”
5.5
score
9
OMI
Show wedge
“The 7:1 chat-to-IRL RSVP ratio is the most interesting number in this deck, and it's buried on the last real slide.”
5.2
score
10
Acc Cluster
Liquidity unclear
“Six years selling digital goods bootstrapped to $800K peak revenue is real — but a 5-8% chargeback rate and zero monetization model are not small footnotes.”
4.5
score
11
Goobr
Concept, not company
“Goobr built a real solar-powered dog food kiosk in Denver - but six slides with zero revenue, no team, and no unit economics is not a deck.”
4.5
score
12
Amouten Studio
Concept, not company
“Beautiful deck, zero sales, and a Year 3 target that tops out at €6M - this is a brand dream, not a venture bet.”
3.5
score
13
How To Ball
Concept, not company
“Great idea, zero proof: no subscribers, no signed athletes, no product, just a deck full of NBA names that don't have contracts yet.”
3.5
score