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Sector Thesis·4 min read·Week 25

RBF in India: Unit Economics Path to Profitability

Revenue-based financing in India is stuck in customer acquisition mode. Profitability requires a 40-50% gross margin floor and strict CAC payback discipline. The sector's path forward depends on moving from SMB lending to mid-market SaaS.

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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#revenue-based-financing#unit-economics#profitability#fintech-india

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RBF in India: Unit Economics Path to Profitability · Aletheia Insights