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Top decks · Oct 5

Highest-scoring memos for the week of Oct 5.

Last 30 daysWeeklyMonthlyAll-time
This weekLast weekOct 12Oct 5Sep 28Sep 21
  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
    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
  3. 3
    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