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Sector Thesis·4 min read·Week 2

Platform or Tool? Supply Chain Tech's $8B Inflection

India's supply chain tech market is worth $2.3B today, growing 18% annually. The question isn't whether to build—it's whether to build once or build everything. We mapped the decision framework using unit economics, integration depth, and founder capacity.

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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#supply-chain#platform-vs-product#india-saas#unit-economics

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Platform or Tool? Supply Chain Tech's $8B Inflection · Aletheia Insights