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Sector Thesis·4 min read·Week 20

HR Tech: Why niche dominates, then broadens in India

India's HR tech market splits into specialized verticals earning 3-5x gross margins versus horizontal platforms struggling at 40-50% CAC payback. Winners start narrow, own a specific dysfunction, then expand after achieving unit economics that survive price compression.

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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#HRTech#SaaSIndia#UnitEconomics#RegulatoryFragmentation

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HR Tech: Why niche dominates, then broadens in India · Aletheia Insights