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Top decks · July 2026

Highest-scoring memos Arthur wrote in July 2026.

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This monthLast monthMayApr
  1. 1
    Auric Technologies Inc.Show yield
    “Telstra just put Auric in 260 stores and the refill margin is 87% - the question is whether the retention curve holds past month 12.”
    7.2
    score
  2. 2
    Tunul.Show merchant count
    “Square was built for coffee shops - Tunul is the first POS that actually understands inventory creation for one-of-one sellers.”
    7.2
    score
  3. 3
    GOLDEN HOURShow real subscribers
    “The couple-as-one-account wedge is the sharpest positioning insight in telehealth-adjacent DTC I've seen this year.”
    7.2
    score
  4. 4
    UGC RosterShow retention
    “19-year-old solo founder, $27K/mo in month four, profitable, zero acquisition spend. I've seen this deck fewer times than I'd like.”
    7.2
    score
  5. 5
    Dapper Boi, Inc.Show CAC payback at scale
    “51% repeat rate at 2x DTC average and a $81 CAC is the most honest traction slide I've seen from an apparel brand this stage.”
    6.8
    score
  6. 6
    CORE NEXUS, INC.Show take rate
    “MRR went from $380 to $20K in three months and Hunter is in talks with them - that's not nothing.”
    6.8
    score
  7. 7
    DocuSORShow real LOIs
    “DocuSOR caught bad docs at JPMC and cut input token usage 10x - now show me a paying customer who isn't the founder's employer.”
    6.8
    score
  8. 8
    BETTER LIVING PRODUCTS, LLCShow repeat
    “12 units/door/month at 2x category avg in 90 days is a real number - now show me what month 4 looks like.”
    6.8
    score
  9. 9
    Streetteam GroupShow ARR
    “Former Quidd CEO rebuilds the habit loop he invented - this time for brands, not collectibles - and the early beta numbers are hard to ignore.”
    6.8
    score
  10. 10
    Dapper BoiShow repeat velocity
    “51% repeat rate at a $81 CAC is the real story here - now show what happens when you pour fuel on it.”
    6.8
    score
  11. 11
    Duus Nutrition Corp.Show repeat velocity
    “Sub-8% churn and $20 CAC out of Quebec on a $9K budget - now show me those numbers don't fall apart at US scale.”
    6.8
    score
  12. 12
    Fuzzbucket AIShow wedge
    “The Brand Brain idea is real: every AI marketing tool forgets who you are the moment you close the tab. Fuzzbucket is betting that memory is the moat.”
    6.5
    score
  13. 13
    SettleVIA IncShow volume
    “IBM, Nokia, and four patent families filed - but zero live transactions and a $795M Y5 model built on air is a lot to ask at a $25M cap.”
    6.5
    score
  14. 14
    GyftProShow repeat purchase
    “1,500 sign-ups and a $13 CAC is a real start, but 246 products added to events is not the same as 246 purchases.”
    6.0
    score
  15. 15
    Cribute tradingConcept, not company
    “A 23-year-old who built $600K in TikTok revenue is taking K-Beauty D2C to Saudi Arabia - the market insight is real, the traction isn't yet.”
    5.5
    score
  16. 16
    Neutriva IncReal, not ready
    “Pharma-trained founders with $50K real revenue and a $2 CAC, building outcome data infrastructure for functional wellness - the thesis is sharp, the proof is thin.”
    5.5
    score
  17. 17
    IBVM IncShow wedge
    “288K wallets and mainnet live is real progress, but 24K total transactions at a $140M pre-money valuation is a hard number to unsee.”
    5.5
    score
  18. 18
    IBVMShow real wedge
    “288K wallets and 10K smart contracts in weeks sounds real - until you notice every revenue number in the deck is a placeholder.”
    5.5
    score
  19. 19
    GoldieConcept, not company
    “Great brand, real ingredient insight, Whole Foods coordinating launch - but zero revenue, zero velocity data, and a 17-year-old first-time founder at pre-seed.”
    5.5
    score
  20. 20
    Junday LimitedConcept, not company
    “Selfridges placement and a fractional Unilever advisor are table stakes - where's the sell-through data, CAC, and repeat rate?”
    5.5
    score
  21. 21
    Indie5Concept, not company
    “LIPSTYXX is a beautifully packaged pre-launch beauty brand asking $1.95M on vibes, a cinematic video, and a reach number nobody has verified.”
    3.5
    score
  22. 22
    Functional Management SLNo club, no deal
    “A 25-page LBO memo for an unnamed LaLiga club with no signed LOI, no identified target, and no proof FM has ever run a football club.”
    3.5
    score
  23. 23
    T & A CreativeConcept, not company
    “1,450 Instagram followers and a soft-launched Patreon is not 'early commercial validation' - it's a starting line, not a milestone.”
    2.5
    score
  24. 24
    Amouten StudioConcept, not company
    “Twelve pages of brand poetry, zero samples, zero sales, zero product visuals, and a $450K ask. That's the whole deck.”
    2.5
    score
  25. 25
    Guarany Sporting ClubWrong fit
    “Guarany rebuilt a Brazilian football club from insolvency in one year - genuinely impressive, but this is a sponsorship deck, not a VC pitch.”
    2.5
    score