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Sector Thesis·4 min read·Week 26

Ad-Tech Unit Economics: Three Levers That Actually Work

Indian ad-tech margins compress faster than retention improves. Three mechanical levers—inventory yield, customer concentration risk, and tech stack cost—directly move gross margin and payback period. Data shows which ones matter most.

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#unit-economics#gross-margin#India-startups

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Ad-Tech Unit Economics: Three Levers That Actually Work · Aletheia Insights