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Sector Thesis·4 min read·Week 22

Why Cold Chain Founders Won't Pivot (Even When Data Says They Should)

India's cold chain market needs 407 million tonnes of capacity by 2025. Most founders built for one customer type and refuse to shift. Sunk costs in infrastructure create psychological anchors that trap capital.

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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#cold-chain#pivot-resistance#founder-psychology#capital-allocation

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Why Cold Chain Founders Won't Pivot (Even When Data Says They Should) · Aletheia Insights