What if... We Win?

What if...

We Win?

Unlocking The India Consumer Tech Opportunity

Untruths

“The golden age of consumer tech startups is behind us”

says everyone, from industry pundits to armchair analysts. The air is heavy with a subtle yet pervasive cynicism that questions the potential for new marketplaces, large consumer brands, or the next big media platform to emerge in India.

Here’s what founders are hearing every day:

“India will forever be just a DAU/MAU farm of the world, with massive traffic but no intent to pay.”

“The Indian customer is so demanding and doesn’t want to pay for anything”

“With customer acquisition costs soaring, can new entrants even carve out their space, let alone scale profitably?”

“A shallow market has room for only a few big players that have already been anointed. Where’s the room for someone new?”

Constructive doubt fosters curiosity. But cynicism? That's the sand in the gears of progress.

Audacity

It's the fuel of the brave, the fire in the belly of every true builder.

The audacious look beyond the cynics, put their heads down and push forward.

In the face of doubt, they remind us: it's been done, and it will be done again.

Meesho

emerged in an e-commerce landscape dominated by giants, only to become India's largest true online marketplace.

Urban Company

created a whole new marketplace in a category no one believed could be aggregated and standardized.

Spinny

entered an overcrowded used car market, only to become the undisputed market leader with its distinctive full-stack model.

NoBroker

shattered the myth that real estate was immune to tech disruption, becoming India’s largest real estate platform.

Country Delight

became India’s leading D2C fresh food essentials brand by disrupting the decades-old unorganized space with a full-stack approach.

Sharechat

broke down language barriers to emerge as a homegrown social media champion in a category dominated by global giants.

These success stories are reminders that with the right vision, dogged resilience and immaculate execution, the truly audacious can move mountains.

“What if we are off the mark?”

is a question founders building in the Indian consumer space are starting to ask us, taking heed to the chorus of the skeptics.

To them, we propose a different question.
One that counters the narrative of the skeptics -

“What if the naysayers are wrong?”

Action

What if we decided to challenge this chorus of doubt head-on?

Through data, conviction, and considered thesis building. Through robust reasoning.
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What if the future unfolds as we and the founders envision?

What if we told you that:

media platforms in India will monetize users directly at scale?

India’s top 2% households are a $100 billion opportunity?

Many massive marketplaces are yet to be built?

New-age consumer brands will create $50 billion of public market value by 2030?

Offline-dominant models are key to unlocking deep customer value across certain categories?

To the audacious founders out there, we say - ultimately, the only way to counter the skepticism around us is not with words, but with action – by creating lasting mission-driven companies.

To these founders, we ask…