Leaderboard

Top decks · October 2026

Highest-scoring memos Arthur wrote in October 2026.

Last 30 daysWeeklyMonthlyAll-time
This monthLast monthAugJulJunMay
  1. 1
    Avant Delivery CoShow repeat
    “3.8x lifetime GP to CAC at $1M run rate in one city - the unit economics are real, now prove the model travels.”
    6.8
    score
  2. 2
    Padiano's KitchenShow repeat
    “698% revenue growth in 2025 on $11k of ad spend is not a deck stat - it's a demand signal worth paying attention to.”
    6.8
    score
  3. 3
    Together with KaiShow repeat
    “113K members, $0.09 CAC, 9.5x signup velocity post-Spark - but blended D30 retention sits at 5% and revenue is a forecast.”
    6.8
    score
  4. 4
    The Forward Company, Inc.Show repeat
    “$900k YTD on $58 blended nCAC with 69-71% product margins is a real signal - now show me the repeat curve.”
    6.5
    score
  5. 5
    Bettie, Inc.Real, not ready
    “Bettie has a real insight and a live case study, but 3 paying brands and $1.5k GMV is engagement theater, not revenue validation.”
    6.0
    score
  6. 6
    Fanchize IncShow liquidity
    “159K opted-in fans, zero activated, zero revenue - the FanScore flywheel only works if someone actually spins it.”
    6.0
    score
  7. 7
    Toast! SupplementsConcept, not company
    “A 19.4% DTC conversion rate and a founder with a genuine origin story - but $4,648/week in revenue is not a venture.”
    5.5
    score
  8. 8
    HabitusConcept, not company
    “GLP-1 companion beverage is a genuinely smart wedge, but 1M cans sold over 10 years is not the traction that earns a 2-billion-can projection.”
    5.5
    score
  9. 9
    CleanLift EnergyConcept, not company
    “Honest bones, no velocity: CleanLift has a real formula and decent margins but zero sell-through data and 504 cases in the wild.”
    4.5
    score
  10. 10
    Zylo ScoreWrapper concern
    “Solo founder built a working multimodal self-improvement app at zero CAC - but 100 sign-ups and 6-20 beta testers is not a business yet.”
    4.5
    score