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What public markets data does AletheiaAI cover?

AletheiaAI tracks 700+ listed Indian companies with fundamentals, filings, anomaly detection and company disclosures, plus live sector scoring and benchmarks. Sectors include Fintech, Quick Commerce, Logistics, Enterprise SaaS, AgriTech, EdTech, HealthTech, Deep Tech, Food Tech, Cybersecurity, Energy Tech, Real Estate Tech, Mobility, Defence Tech, E-commerce, and more.

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Sector Thesis·3 min read·Week 25

D2C Supplements: Why SaaS Wins Over Marketplace In India

Name: AletheiaAI
Author: Amit Tyagi

Indian D2C supplement brands face a critical choice: become a marketplace aggregator or build a SaaS platform for brands. Marketplace economics collapse when UPI disrupts unit economics. SaaS defensibility compounds over time.

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-India#SaaS-vs-Marketplace#Health-Supplements#Unit-Economics

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