Why RBF's Moat in India Lasts Exactly 24-36 Months
Revenue-based financing exploits India's regulatory silence on non-collateral lending. This moat collapses the moment RBI issues debt guidelines or GST treatment clarifies. Current players have 2-3 years to scale before competition arrives.
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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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