lens_01_saas.yamlactive
B2B SaaS
One Segment Playbook researches companies showing relevant SDR or AI-SDR hiring activity, checks product fit, and drafts a grounded angle without treating that signal as proof a role should be replaced.
Explore lensUSE CASES · ONE PRODUCTsame product
Start with your operating problem, not a vertical product.
SaaS, M&A advisory, and commercial insurance change the starting context, examples, and trust boundaries. The Castia product remains the same. The activation journey remains the same, and the €250/month Starter contract applies across every lens.
Type `lenses` in the terminal below — all campaign data is sample data.
Your GTM stack can generate activity. It cannot run the playbook.
Castia is the operating layer between account signals, research, drafting, automatic checks, approval, CRM handback, and the next campaign version.
lens 01 · saas · formation + scaling
example_hiring_signal.logIllustrative example
A campaign built around a hiring signal.
A SaaS company maps two products to different buyer problems and segments.
Automatic checks run across the batch. Only exceptions need input before an operator approves the exact recipient/message set.
see the account tableMake 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.
lens 02 · m&a advisory · origination + review
mandate 03 · target 41 / 180awaiting review
targetveldt-maschinenbau.example
thesisSuccession-driven sellers in DACH niche machinery
Family-owned; the founder is the sole registered managing director with no named successor in the latest filing. Fits the buyer's bolt-on thesis — held for partner review before any outreach is drafted.
[1] register extract · management[2] company filing · 2025
Sample mandate · fictional target data
New business and portfolio review. One operating discipline.
Castia finds and researches acquisition targets in bulk, and surfaces evidence-qualified changes in existing accounts for a responsible producer to review. It never turns a public signal into professional advice.
lens 03 · commercial insurance · acquisition + portfolio
evidence-qualified · held for producer review
auto-advice · never
A verified company expansion is a reason to inspect the account—not proof of a coverage need.
New acquisition — Define a commercial segment, research each account against explicit fit rules, attach the evidence, and prepare personalized outreach for review.
Portfolio review — Surface evidence-qualified company changes, keep them separate from policy data, and route a review prompt to a named responsible person.
3 lenses · 1 product · 1 approval flow
Pick a lens. Run the same product.
The starting context, the examples, and the trust boundaries change per market — the qualification, research, drafting, and batch approval do not. Start in yours.
same instrument in every market