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No. 098Venture thesisBusiness models and services

India To Global

Source

The idea

Startups catering to global demand for diversified supply chains.

Why this is interesting

  • Supply-chain diversification creates openings only where Indian suppliers can meet qualification, quality, delivery and working-capital requirements for a specific category.
  • 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

Qualified supplier network

Help overseas buyers discover and approve Indian suppliers in one component or product category.

02

Export operations layer

Coordinate documentation, quality evidence, logistics and payment milestones for smaller manufacturers.

Questions to answer

  1. Which category has a real Indian cost, capability or lead-time advantage?
  2. Can the company finance and control quality through long qualification and payment cycles?