B2B Marketplace vs SaaS: Which Model Wins in India
B2B marketplaces in India face a choice: horizontal aggregation or vertical SaaS. Marketplace model captures 2-3% GMV as fees. SaaS model captures 15-20% ARR as subscription. The winner depends on supplier fragmentation and payment infrastructure maturity.
Get 1 unfair insight every week from India's startup ecosystem.
Read by serious founders and investors. No fluff.
Continue reading with Blog Pass
This piece is part of the Aletheia archive. This week’s drops are free — unlock every sector thesis, deal-flow breakdown and disclosure note with a Blog Pass.
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.
Run a fundability check
India's only MRE-backed platform for founders and investors. Analyse your deck, find investors, and validate your raise strategy.
Don’t miss the next one
One insight every week. No fluff.
One contrarian insight. Every week. No generic startup advice.
Join founders and investors building with better information.