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Sector Thesis·4 min read·Week 26

D2C Health Supplements: ₹0 to ₹10Cr ARR Stage Gates

Name: AletheiaAI
Author: Amit Tyagi

D2C health supplements in India hit ₹2,500Cr market size in 2023. The journey from launch to ₹10Cr ARR requires three distinct pivots: unit economics at ₹0-1Cr, supply chain at ₹1-5Cr, and brand moat at ₹5-10Cr. Most fail between ₹1-3Cr when CAC inflation meets repeat rate collapse.

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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#D2C#HealthSupplements#India#UnitEconomics

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