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Sector Thesis·4 min read·Week 21

Revenue-Based Financing: D2C vs Channel in India

Revenue-based financing (RBF) is growing 40% YoY in India, but D2C and channel models serve fundamentally different borrower types. D2C works for high-frequency, digital-native founders; channels reach 2M+ underserved SMEs but demand infrastructure most RBF players lack.

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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#revenue-based-financing#india-fintech#d2c#sme-lending

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Revenue-Based Financing: D2C vs Channel in India · Aletheia Insights