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2 resources from Tigerfeathers we point people to, and the questions each answers.

📄 Article
✓ Link checked India Free Advanced

The clearest account of the choice at the heart of Indian marketplace GTM: matchmaking versus full stack. It shows what Urban Company had to build to control supply (200 plus training centres, roughly 300 rupees per hour to professionals, a 20 to 25 percent acceptance rate) and is honest that serving the top ten percent of Indian households caps your growth.

A Spotlight on Urban Company

From Tigerfeathers by Paavan Gami 30 min read

  • Urban Company keeps a 30 to 33 percent take rate; professionals net about Rs 300 an hour, near 2x median gig pay.
  • Net transaction value growth fell from about 50 percent in FY22 to about 20 percent in FY24 and FY25.
  • New customer adds have plateaued at 700k to 1M a year, with roughly two year sales payback.
  • Insta Help cuts travel from 45 minutes to 5 and runs about Rs 400 AOV versus Rs 1,000 to 1,200.
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Answers We are a marketplace, not a software product. What actually changes about GTM?
📄 Article
✓ Link checked India Free Advanced

A marketplace GTM decision taken to its conclusion: dropping commission entirely in 2021 and monetising through ads and logistics instead, which looked reckless and produced the largest e-commerce platform in India by order volume. The detail that 73 percent of orders come from the discovery feed rather than search is a lesson in where marketplace demand actually gets created.

The Meesho Must Go On

From Tigerfeathers by Rahul Sanghi and Paavan Gami 40 min read

  • Meesho leads Indian e-commerce by order volume, ahead of Amazon and Flipkart, with 234 million annual users.
  • It went to a zero commission model in mid-2021, against Amazon's roughly 15 percent take.
  • 73 percent of orders come from the discovery feed and algorithmic recommendations, not search.
  • Its own Valmo network cut delivery cost from about Rs 55 in FY22 to about Rs 41 in H1 FY26.
  • New hires spend days as interns with sellers, and employees embed with sellers quarterly.
Open tigerfeathers.in →
Answers We are a marketplace, not a software product. What actually changes about GTM?
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