// M&A advisory · mandate memo
Castia keeps the thesis, evidence, exclusions, review state, and draft outreach together—so the target universe can expand without becoming generic.
The fragmented stack
The persistent ledger
Advisor decision docket
| Target | Fit rationale | Sources | Red flags | Review state |
|---|---|---|---|---|
| Northstar Systems | Strategic adjacency · DACH expansion | 5 attached | None found | Accept first pass |
| Orbis Platform | Sponsor-backed · add-on fit | 3 attached | Relationship check | Advisor review |
| Westmere Group | Adjacent operator · fit unclear | 2 attached | Evidence gap | Hold |
Fictional targets and volumes · no transaction, deal, outcome, or performance claim
The operating sequence
Define the universe, evidence rules, and exclusions.
Build the source-backed first pass and draft outreach.
Run automatic checks and route ambiguity to the advisor.
Authorize one exact recipient/message batch before launch.
Return outcomes to the mandate ledger.
Role boundary
System rolePersistent target research, Evidence assembly, First-pass qualification, Draft outreach, Automatic checks, Exception routing, and preparation of one exact recipient/message batch for approval.
Advisor roleThesis interpretation, Relationship judgment, Confidentiality, Target acceptance, and Final outreach authority remain with the advisor.
Same commercial path
€250/month
Available to every organization size