Deploy what works
Turn one successful workflow into a reusable portfolio playbook.
Reusable control packs
AI operations for private equity
Design-partner programme now open
Put AI to work
across the portfolio.
Ordinal turns proven operating playbooks into controlled AI workflows that each portfolio company can approve, run and measure—without centralising sensitive data.
Built for
PE operating teamsPortfolio-company leadersRegulated operationsFrom pilot to portfolio
One operating method. Locally controlled.
Package the workflow once, let each management team release it responsibly, then compare the outcomes that matter.
PORTFOLIO PLAYBOOK
Claims handling / v2.4
Sponsor operating team publishes a reusable workflow and minimum control intent.
SponsorControl pack
Company ALocally approved
Company BLocally approved
Approved metric01 shared method
The operating advantage
Keep control local
Each company approves its own release and retains its operational data.
Independent runtime cells
Prove the value
Connect workflow activity to evidence, quality and financial outcomes.
Comparable metric contracts
Where to begin
High-friction work with a clear owner and a measurable result.
Start where operating value and responsible control can be demonstrated together.
Claims and complaint handling
Insurance
↗Customer-file quality assurance
Financial services
↗Clinical and case administration
Healthcare
↗Supplier and third-party reviews
Cross-sector
↗Regulatory evidence preparation
Cross-sector
↗Acquisition policy onboarding
Portfolio operations
↗Shared playbooks. Independent control.
A portfolio architecture that respects the company boundary.
The sponsor shares the method. Each company retains release authority, operational data and the ability to stop its workflows.
01 Sponsor control plane
CONTROL PACKClaims / v2.4
Approved template
02A PORTFOLIO COMPANY
Northstar MGA
Local approval
Isolated data
Kill switch
02B PORTFOLIO COMPANY
Harbour Claims
Local approval
Isolated data
Kill switch
Raw cases do not cross this boundary
01
Distribute the operating method
Version the workflow, minimum controls and metric definition at sponsor level.
02
Approve and run locally
Configure systems, permissions and accountable approvers inside each company.
03
Explore the platform ↗Return evidence, not raw cases
Share only pre-agreed receipts and outcome metrics with the sponsor.
Policy to proof
Every run should be understandable.
An evidence receipt connects the approved design to what actually happened: versions, actions, human decisions, exceptions and outcomes.
See the trust model ↗EVIDENCE RECEIPT
CLM-2048 / 0142- Workflow
- Claims review 2.4
- Control pack
- INS-UK 1.8
- Local approval
- 2 of 2
- Human checkpoints
- 3 passed
- Exceptions
- 1 resolved
- Evidence integrity
- Matched
Run signature
9d2a…c71fBuilt for regulated operations
A common model, configured to the industry.
Begin with shared infrastructure and adapt the workflow, control and evidence layers to each operating context.
Design-partner programme
Start with two companies and one repeatable workflow.
A 12-week programme to prove control, operational value and second-company reuse.
Field notes
How portfolio AI becomes operating infrastructure.
Questions, answered
The practical details.
01What does Ordinal replace?＋
Ordinal does not replace your portfolio monitoring, GRC or line-of-business systems. It adds the controlled execution layer between a sponsor playbook and the work performed inside each portfolio company.
02Does Ordinal centralise portfolio-company data?＋
No. Operational cases and sensitive records stay inside each company’s isolated runtime. The sponsor receives only approved evidence and metrics defined in advance.
03Who approves an AI workflow?＋
Every portfolio company retains local release authority. Named makers and checkers review the workflow, its permissions and its controls before it can run locally.
04Can Ordinal work with existing systems and models?＋
That is the intended model. Ordinal orchestrates approved workflows across existing data, software and AI services while preserving local boundaries and evidence of each action.
05What evidence does a workflow produce?＋
Each run can produce a structured receipt recording the version, approvals, actions, model and tool calls, human checkpoints, exceptions and customer-defined outcome measures.
06Which regulated industries are supported?＋
The design-partner programme is intended for insurance, financial services, healthcare and regulated business services. Initial control packs are configured around the customer’s own policies and obligations.
07What does a design-partner pilot involve?＋
A typical pilot covers one repeatable workflow across two portfolio companies over twelve weeks, with agreed control, operational and reuse measures.
08Is Ordinal compliance or legal advice?＋
No. Ordinal supports customer-defined controls and evidence. It does not provide legal advice, determine regulatory obligations or guarantee compliance.