Thread by @rupaligoel9

There was a time when a slew of B2B commerce startups - Inframarket, Moglix, Zetwerk and likes - got funded. That was followed by a dry spell when B2B was put on “Back Burner” and consumer-tech became the buzz-word - gaming, consumer social, creator-economy occupied all minds

Lately, the wave is turning

Introducing my sectors of focus to folks at VC events as “B2B commerce and consumer-tech” from “consumer-tech and B2B commerce” earlier, I witnessed the mood of ecosystem change first-hand

My interest in the sector goes back a long way. Having grown up in a through and through business family, “dhandha” companies dealing in on-ground operations, intricate networks of suppliers, distributors, and consumers, complex payment & WC cycles have always piqued my curiosity

However, I’d associate the latest spike in overall investor interest to the impressive number and quality of teams building verticalized B2B commerce plays, bringing unique insights and relevant backgrounds to the table

Large markets, “winner-takes-most” dynamics, network effects, complex offline supply chains, working capital gaps, favourable unit economics - are, of course, welcome additions. Chemicals, pharma, textiles, auto, construction are some of the markets being attacked by disruptors

I am doing a deeper dive into a few of these sectors, and realising on the way that a lot of my fellows are looking to do the same. So, I’d be sharing my work in a series of articles for the sectors I’ve worked on over the next few weeks.

If you’re a founder, operator, or investor in B2B commerce, or are looking to collaborate on understanding any market, please feel free to write to me at [e-mail]

#DhandheWaliBandi #BuildYourOwnBusiness #BYOB #B2B #commerce #business #startups #vc