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Sector Thesis·4 min read·Week 23

White-Label vs Brand: Retail Tech India's Real Economics

White-label retail tech captures 60-70% of SMB demand in India today. But unit economics flip at ₹100Cr+ ARR. Founders choosing between paths need to map their customer's distribution maturity, not their own ambition.

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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#retail-tech#white-label-strategy#india-saas#unit-economics

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White-Label vs Brand: Retail Tech India's Real Economics · Aletheia Insights