Fintech in India: Marketplace Moats Beat SaaS Margins
India's fintech winners aren't B2B software vendors. They're marketplaces that own customer relationships and repeat transaction flow. SaaS scales faster but marketplaces build 10x defensibility.
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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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