Thoughts and ideas from Accrezeo Capital
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...
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Hasn’t Changed, but the Market Has Not The Indian haircare market remains vast and consistent — but structurally outdated.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...
If You Think Every Gen-AI BI Play Is Just Another Wrapper — This Might Change Your Mind A closer look at the architecture shift happening beneath the buzzwordsAnother AI Dashboard? Every VC has seen this pitch: “We’re building an AI-powered business intelligence platform.” There’s always a slick demo, a chatbot that talks to your data, and some talk of LLMs. But almost immediately the inevitable question comes: “Isn’t...
