D2C Supplements: Bridge or Close? Seed to Series A Math
D2C supplement brands in India face a specific bridge decision: convertible notes work when runway is 18+ months, SAFEs when Series A timing is clear. The sector's unit economics and repeat purchase rates determine which path survives.
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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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