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Sector Thesis·4 min read·Week 23

Medical Devices: Why Subscription Works for Delhi, Not Dhanbad

Subscription models in Indian medical devices work only for urban tier-1, recurring-use cohorts. Transaction-based remains dominant because 80% of patients treat devices as one-time purchases, not utilities.

ByAmit Tyagi·Fitoor Capital
Aletheia Insights · Weekly

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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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#medical-devices#subscription-models#india-healthcare#investor-thesis

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Medical Devices: Why Subscription Works for Delhi, Not Dhanbad · Aletheia Insights