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Top decks · Jul 13
Highest-scoring memos for the week of Jul 13.
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This week
Last week
Jul 13
Jul 6
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Jun 22
1
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
2
DocuSOR
Show 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
3
Neutriva Inc
Real, 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
4
IBVM Inc
Show 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
5
IBVM
Show 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
6
Indie5
Concept, 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