Defence Tech D2C vs Channel: India's Margin vs Speed Trade
Defence tech startups face a binary choice: direct sales to services or channel through integrators. D2C preserves 60-70% margins but requires 18-24 month sales cycles. Channels compress timelines to 6-9 months but erode 40% of unit economics.
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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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