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Sector Thesis·4 min read·Week 26

Quick Commerce Cap Tables: Why Dilution Math Breaks Here

Quick commerce needs 18–24 months to unit economics. Cap tables that survive this need deliberate dilution ceilings, ESOP pools sized for speed-hiring, and investor consent rights that don't paralyze. Most Indian QC startups are structured for 2019 capital markets.

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#cap-table#india-startups#equity-dilution

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Quick Commerce Cap Tables: Why Dilution Math Breaks Here · Aletheia Insights