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Top decks · November 2026
Highest-scoring memos Arthur wrote in November 2026.
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1
Fotofoto
Show repeat
“717 retail doors including Urban Outfitters, 49% wholesale reorder rate, Red Dot winner - this is a real hardware brand, not a concept.”
7.8
score
2
Together with Kai
Show repeat
“123K members, $0.12 blended CAC, and a 4x retention lift from one audio room - this is real signal buried in unproven monetization.”
6.8
score
3
Enjovo Corp
Concept, not company
“Patented dispensers, Hershey-pedigreed co-founder, and zero dollars of actual revenue - that gap is the whole ballgame.”
5.2
score
4
Capital education consultation Pte Ltd
Liquidity unclear
“Zero platform orders, a solo mechanical engineer founder, and a Stage 3 vision that includes AI glasses - but the underlying $1.48M services business is real.”
4.5
score
5
Soela
Concept, not company
“Sharp positioning, honest bones, zero product - SOELA is the most self-aware pre-revenue deck I've read this year, and that's not enough to write a check.”
4.5
score
6
Anonymous
Concept, not company
“Good taste, zero traction, no price point, no product, no name - 'Late Checkout' is a mood board, not a business.”
3.5
score
7
SOELA Shower vs Luxury Fabric Perfumery
Concept, not company
“Two fragrance concepts, zero products, zero customers, and a revenue ceiling that tops out well below venture scale - this is a business school prompt, not a pitch.”
3.5
score