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Sector Thesis·3 min read·Week 24

Telemedicine in India: B2B Unit Economics Beat B2C Math

Name: AletheiaAI
Author: Amit Tyagi

B2C telemedicine in India faces brutal unit economics: CAC of ₹800-1200, LTV of ₹2000-3000, and 40% monthly churn. B2B—selling to corporates, insurers, and clinics—offers 18-month sales cycles, predictable retention, and 3x better gross margins. The India Stack is enabling B2B, not consumer adoption.

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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#telemedicine#unit-economics#b2b-vs-b2c#india-startup

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