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Sector Thesis·3 min read·Week 25

Supply Chain Tech: Direct Products Lose to Embedded Platforms in India

Direct supply chain software companies in India face structural headwinds against embedded solutions from logistics platforms and ERP vendors. The margin and distribution advantages of incumbents make standalone products a slower path to scale.

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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Supply Chain Tech: Direct Products Lose to Embedded Platforms in India · Aletheia Insights