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Sector Thesis·3 min read·Week 22

Ed-tech in India: Why SaaS Wins Over Marketplaces

Ed-tech marketplaces in India face unit economics collapse as tutor supply floods. SaaS models targeting schools and coaching centers create defensible, recurring revenue. The India Stack enables direct institutional payments—marketplace arbitrage becomes obsolete.

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#business-models#india-stack#saas

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Ed-tech in India: Why SaaS Wins Over Marketplaces · Aletheia Insights