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LegalTech: The Courtroom Comes Too Late — Infra Starts Earlier

  The Legal Infra Moment: What’s Changed in India LegalTech in India often feels like a solved story — from marketplaces like LawRato to AI research tools like Jhana.ai and contract platforms like SpotDraft. Yet despite the category’s visible sprawl, infrastructure-style plays remain rare. Most LegalTech startups either wrap existing workflows in prettier interfaces or chase episodic use cases with little compounding leverage. But in our view, something’s...

Q-Commerce Unit Economics: What Works, What Breaks, and Why

Why Q-Commerce Took Off — and What It Actually Tells Us Q-commerce is no longer a novelty — it’s infrastructure. In India’s top metros, sub-30-minute delivery has moved from hype to hygiene. Platforms like Blinkit, Zepto, and Instamart have normalized speed across grocery, grooming, and OTC health. And now, new brands are asking: should we go Q-commerce too? The infrastructure says yes. But the economics often say no. That’s...

Everyone Believes in Ayurveda. So Why Is the Mass Market Still Unsolved?

 The Structure Hasn’t Changed, but the Market Has Not The Indian haircare market remains vast and consistent — but structurally outdated. Even as consumer demand evolves, the category is still anchored in legacy formats, familiar brands, and an offline-first trade model. Offline dominance hasn’t faded. Over 80% of haircare sales flow through general trade (GT) and pharmacy networks. While digital-first Ayurveda brands have emerged in recent years, most struggle...

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