Thoughts and ideas from Accrezeo Capital
Why Fast Fashion Q-Commerce Deserves a Second Look Earlier this year, we published a thesis on Q-commerce asking whether fast delivery could create a real moat — or if it simply made good businesses grow faster. Using fast fashion as the lens, we argued that speed doesn’t fix the category’s core problems: high return rates, thin margins, and inconsistent repeat. In that version of the market, Q-commerce looked...
Everyone’s Consolidating — But That’s Not the Whole Story Across enterprise data infrastructure, the consolidation wave is very real. Over the past two years, nearly every major platform player has tightened its grip on the stack. Salesforce’s $8B acquisition of Informatica is only the latest in a series of moves. Microsoft has bundled Synapse, Power BI, and Data Factory into Fabric. Oracle has expanded into observability and automation....
The Illusion of ESG Readiness in India At first glance, the ESG SaaS category in India appears as many investors describe it: early, fragmented, and underwhelming. Adoption remains limited, enforcement mechanisms are inconsistent, and even among listed companies, ESG filings are often boilerplate. Venture capital interest reflects this view — funding rounds remain small, and visible breakout winners are few. But this top-level reading may conflate regulatory lag...
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