This post was originally published on The Economic Times
With funding recalibrating in India’s fintech landscape, investors are creating a clearer distinction between overpopulated consumer ventures and scalable enterprise technology. In this conversation with The Economic Times Digital, Sahil Anand of Cedar Hill Capital unpacks the structural reset underway, from heightened scrutiny in B2C models to a decisive pivot toward revenue-backed B2B software for banks and financial institutions. Edited excerpts:
Economic Times (ET): Over the past year, we have seen a clear reset in Indian fintech funding. From your vantage point at Cedar Hill Capital, what structural shifts are you observing in investor behaviour?
Sahil Anand (SA): We are seeing a couple of structural shifts in fintech investor behavior. The first, very careful investment in B2C companies with extra evaluation, as investors truly believe that B2C in the fintech landscape is quite crowded, and at least from our vantage point, we believe that there are not too many white spaces left or opportunities left. The second is, people are now starting to appreciate B2B and software much more. So, there is a new focus on Enterprise Technology and software. Companies such as Perfios and M2P among others,
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