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Sector Thesis·4 min read·Week 22

Quick Commerce B2B SaaS: India's $2B operator tech gap

Quick commerce operators in India spend 40% of margins on fragmented tech. B2B SaaS companies solving inventory, fulfillment, and last-mile logistics can capture $500M+ TAM by 2027. The playbook requires vertical focus, unit economics alignment, and India Stack leverage.

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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#quick-commerce#b2b-saas#india-startups#operator-tech

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Quick Commerce B2B SaaS: India's $2B operator tech gap · Aletheia Insights