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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 22

Ed-tech B2B vs B2C: India's Unit Economics Reality

Name: AletheiaAI
Author: Amit Tyagi

B2C ed-tech in India faces 40-60% annual churn and CAC payback of 18+ months. B2B (schools, coaching centers) offers 3-5x longer retention but requires 6-12 month sales cycles. The real play: B2B2C hybrids that leverage India's school infrastructure.

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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#ed-tech#unit-economics#b2b#india-saas

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