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Sector Thesis·4 min read·Week 21

Smart Cities: Why Verticals Beat Horizontals in India

India's 100 Smart Cities Mission allocated ₹2 trillion but fragmented across municipalities. Vertical players (water, traffic, waste) capture value faster than horizontal platforms. Timing, regulatory fragmentation, and cash constraints favor depth over breadth.

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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#smart-cities#vertical-vs-horizontal#municipal-tech#india-infrastructure

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Smart Cities: Why Verticals Beat Horizontals in India · Aletheia Insights