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Why VCs Keep Funding Fragile Business Models in India

    Why do investors keep funding fragile business models in India? Over the past year, several well-known funds have backed startups that most people would call fragile—businesses with thin margins, long payback cycles, or high return rates that still manage to raise large rounds and expand quickly. Two examples stood out early. In Fast Fashion Q-Commerce: What Founders Are Testing and Investors Are Missing, we saw how speed...

Can Indian Startups Design Trust, Not Just Demand It?

  Can Indian Startups Design Trust, Not Just Demand It?   Can Trust Really Be Designed? Some ideas begin quietly. This one did too. Over the past year, while reading stories from very different markets — a health platform trying to win back patient confidence, a fast-fashion brand refining its returns, an edtech company rebuilding credibility after online fatigue — a small pattern kept showing up. Certain teams...

House Help Digitisation: If Citywide Scale Is Hard, Where Does the Platform Compound?

    Hose Help Digitization : Why This Vertical, Now”. Houae help in India is one of the country’s largest and most routine household spends. A back-of-the-envelope view places the annual wage pool around $30–40B. The size alone makes it a category that investors and founders cannot ignore. Unlike many sectors where digital adoption is still about creating new habits, here the habit already exists. Millions of households...

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