problem_01.yamlstarting state A
Build my first playbook
Translate a thesis into reviewable segment criteria, research requirements, exclusions, and advisor decision points.
USE CASE · M&A ADVISORYself-serve
Make origination persistent without outsourcing advisor judgment.
For M&A advisors who need more research and target-universe capacity without turning a mandate into a generic sequence. Castia keeps the thesis, sources, fit rationale, review state, and draft outreach together.
Castia is the outbound operating system for building and scaling repeatable GTM playbooks.
The trigger is specific. The product stays the same.
A live thesis or mandate needs a broader, continuously reviewed target universe than the team can maintain through periodic analyst projects.
problem_02.yamlstarting state B
Scale an existing playbook
Reuse the operating structure across mandates while keeping each target universe, rationale, and relationship context separate.
the fragmented stack
Research databases, spreadsheets, email tools, notes, and CRM records often describe different slices of the same target. Rebuilding that context for each mandate slows review and makes the origination trail hard to reuse.
playbook operating loop
Every step returns to the playbook.
- 01Define the Segment Playbook
Set the account segment, product context, qualification rules, research blueprint, outreach blueprint, and human review points.
- 02Research the account in context
Keep the company, its signals, relevant products, exclusions, and supporting sources together before deciding on an action.
- 03Review and run the next action
A person reviews the recommendation and message before the approved campaign moves forward.
- 04Return outcomes to the playbook
Responses, meetings, objections, and CRM handback stay attached so the next version can be compared and refined.
Vertical-software buyer universe
An operating shape — not a customer result or performance claim.
example · ma-advisorsIllustrative example
- product portfolio
An advisor separates strategic buyers, sponsor-backed platforms, and adjacent operators into distinct Segment Playbooks.
- segment playbook
Each blueprint applies its own evidence requirements, fit rationale, red flags, and draft outreach angle to the same mandate thesis.
- human review
The advisor accepts, rejects, or revises the first analyst pass. No relationship decision or outreach is made automatically.
evidence standard
Every claim stays attached to its evidence.
- Every target keeps its source, rationale, red flags, and review state.
- Fictional examples never appear as customer outcomes.
- Draft outreach remains visibly subject to human approval.
role and trust boundary
Castia prepares research and a reviewable first pass; relationship judgment, mandate interpretation, confidentiality decisions, and final outreach stay with the advisor.
The objections belong on the page.
Is this a separate vertical product?
No. The lens changes examples and starting context. The product, plan, entitlement, signup, and operating loop remain the same.
Do we need an Assisted Pilot?
No. Self-serve activation is the default. Assisted setup is optional help around the same product journey.
plan · starter · €250/month
One plan. The lens changes context — not the product.
Available to every organization size
- 25,000 monthly credits
- One member, one verified sender, and one CRM connection
- Full core Playbook Operating Loop
- No per-Segment-Playbook fee or configured playbook-count limit