Are you looking for an alternative to a pricing service for market alternative assets that you are currently using? Are you searching for a solution to your representatives or clients requests for position values? Do you maintain any qualified plans where a true value may be required to facilitate appropriate investments or distributions?

Prodigious offers a valuation and pricing service that is different! We offer our services on demand or in pre-determined increments. There are no long-term contracts with fees to discontinue service. There are no fees for adding or deleting securities as your positions change. There are no valuation fees for items that cannot be priced, though, with respect to private issues a minimal research fee may apply. There are no fees for notification of terminated programs, name changes, incorrectly named or duplicated programs. You will not see par value or zero value on your reports unless you request that it be used. Sound different?

Our services meet parameters outlined in FINRA (NASD) rule 2340 for Direct Participation Programs, which include publicly registered limited partnerships, private placements, church bonds and non-listed REITs. As you are aware, in this arena, there may be instances where an exception to this bulk description is required and in those instances, services and fees will be determined on a case by case basis. Prodigious can provide this service for private corporations, family partnerships, viaticals, time share property or hard assets of any kind; however, in our experience, valuations and pricing for these types of assets are time consuming and expensive. If service on these asset types is required, service and fees will be outlined at the time of request.

All pricing and valuation services are performed via a partnership between Prodigious and Partnership Consultants, Inc. Your contact source will be Prodigious. All accounting and service delivery will be performed by Prodigious. Resumes for key personnel at either entity are available upon request.

Valuations and pricing are completed using data and methodology that matches the secondary market whenever possible. This practice, we believe, puts your firm in line as closely as possible with the real world and ends client or representative “surprise” when receiving a tender offer or requesting a bid to sell from the market. When a secondary price is not available within a 90-day time window from the request, other options may be utilized. These options may include industry filings, industry publications, active buy-back programs, recent tender offers and known Internet web-sites. In the instances outlined above, or if a secondary market price is used, specific information will not be provided as a single source and method code will apply.

If none of the above outlined methods are available, we will use GP valuations, ERISA values and independent party published valuations. All data obtained will be adjusted for recent significant events. Again, a single source and method code will apply.

Line item pricing or valuations are available for on-time needs such as estate valuations and retirement plan in kind distributions throughout the year.

Our service works with you. We have features of our service which allow your firm to participate in data collection to reduce your pricing and valuation expenses. This can be as simple as forwarding copies of all year-end financial data received by your firm to our offices. We open it, dig through it, and analyze it; you simply put it in an envelope to us.

Our service is divided into several tiers and options. Your firm selects the service options that work best for you and then select the required tiers for that option. Keep in mind, we are always open to special requests and have the flexibility to cater our services to attempt to fit your needs.