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Sector Thesis·3 min read·Week 23

Vertical Ed-Tech Beats Horizontal in India. Here's Why.

Horizontal ed-tech platforms like Byju's collapsed under unit economics pressure. Vertical plays targeting specific outcomes—JEE prep, nursing boards, accounting exams—survive. India's fragmented learner needs and weak payment infrastructure favor depth over breadth.

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#vertical-specialization#unit-economics#india-consumer

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Vertical Ed-Tech Beats Horizontal in India. Here's Why. · Aletheia Insights