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Sector Thesis·3 min read·Week 20

Ad-tech in India: Why SMBs Scale, Enterprises Stall

Enterprise ad-tech deals in India take 18-24 months to close. SMB platforms hit unit economics in 8-12 months. The India Stack has made direct-to-merchant acquisition viable. This reverses the US playbook entirely.

ByAmit Tyagi·Fitoor Capital
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Amit Tyagi

Founder, AletheiaAI & GP, Fitoor Capital

Veteran of India's startup ecosystem. Writing about fundraising, investor psychology, and what it takes to build fundable startups in India.

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#ad-tech#smb-vs-enterprise#india-stack#unit-economics

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Ad-tech in India: Why SMBs Scale, Enterprises Stall · Aletheia Insights