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No. 092Venture thesisBusiness models and services

Bharat

Source

The idea

Startups catering to the top 30% of households in India’s tier 2+ regions.

Why this is interesting

  • Higher-income households outside the largest metros are not one market; language, local supply, trust and service availability differ by category and city.
  • A venture thesis describes where an investor sees possibility. It does not by itself identify a narrow buyer, an entry wedge or evidence of demand.

Possible starting points

01

Assisted regional commerce

Combine digital discovery with a trusted local fulfilment or advisory layer in one considered-purchase category.

02

Tier-two service operations

Standardize one fragmented household service while adapting supply and communication to each city.

Questions to answer

  1. Which specific household, city cluster and need form the first market?
  2. Can distribution and after-sales support work without metro-level order density?