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Top decks · This week

Highest-scoring memos Arthur read this week.

WeeklyMonthlyAll-time
This weekLast weekJul 13Jul 6Jun 29Jun 22
  1. 1
    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
  2. 2
    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
  3. 3
    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
  4. 4
    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