纽约9月29日电：据知情人士透露，预测市场交易所Kalshi正与现有及新进投资者（包括老虎全球管理公司和Dragoneer投资集团）就筹集约10亿美元的新一轮融资进行深入洽谈，此举旨在巩固其对主要竞争对手Polymarket的领先地位。
NEW YORK, Sept 29 : Kalshi is in advanced discussions to raise about $1 billion in fresh funding from existing and new investors, including Tiger Global Management and Dragoneer Investment Group, according to people familiar with the matter, as the prediction markets exchange looks to cement its lead over arch-rival Polymarket.
消息人士称，这笔新的融资预计将在未来几周内敲定，届时Kalshi的估值将达到约400亿美元。由于讨论属于机密，消息人士要求匿名。在此之前，该公司于5月份刚刚完成了一轮10亿美元的融资，当时其估值为22亿美元。
The fresh capital raise is expected to be finalized in the coming weeks and will value Kalshi at about $40 billion, the sources said, requesting anonymity as the discussions are confidential. It comes on the heels of a $1 billion fundraise in May that valued the firm at $22 billion.
消息人士表示，现有投资者红杉资本正与威灵顿管理公司就领投最新一轮融资进行洽谈。《The Information》曾在8月份报道过红杉资本与威灵顿的谈判情况。红杉资本的联席负责人之一阿尔弗雷德·林目前担任Kalshi五人董事会的成员。此前媒体尚未报道老虎全球和Dragoneer的参与细节以及最新融资的规模。
Sequoia Capital, which is an existing investor, is in talks to lead the latest funding round with Wellington Management, the sources said. The Information reported Sequoia and Wellington's discussions in August. Alfred Lin, one of the co-leaders at Sequoia, currently sits on Kalshi's five-member board of directors. The details of Tiger Global and Dragoneer's involvement, as well as the size of the latest fundraise, have not been previously reported.
Kalshi和老虎全球的代表均拒绝置评。红杉资本、威灵顿和Dragoneer未回应置评请求。
Representatives for Kalshi and Tiger Global declined to comment. Sequoia, Wellington, and Dragoneer did not respond to requests for comment.
此次融资洽谈正值总部位于纽约的Kalshi雄心勃勃地推进其平台多元化之际。该公司希望超越其涵盖体育博彩和选举结果等预测市场的根基，成为一个面向各类资产类别的“一站式”交易平台，并已开始与芝商所和纽约证券交易所母公司洲际交易所等传统交易所巨头展开竞争。
The funding talks come as New York-based Kalshi looks to make an ambitious push to broaden its platform to go beyond its prediction markets roots that spanned sports betting to election outcomes, and become a one-stop trading platform for a wide array of asset classes that is starting to compete with traditional exchange heavyweights, like CME Group and Intercontinental Exchange, the parent of the New York Stock Exchange.
根据Dune Analytics的数据，在过去的一年里，Kalshi还超越了其最接近的竞争对手Polymarket，并以牺牲这位同城死敌的市场份额为代价实现了反超。此前，Polymarket一直困于其美国平台上线受挫以及美国商品期货交易委员会（CFTC）调查等问题。
Over the course of the past year, Kalshi has also leapfrogged its nearest competitor Polymarket and grabbed market share at the expense of its crosstown rival, according to data from Dune Analytics, as the latter has been beset with struggles around the launch of its US platform and an investigation from the Commodity Futures Trading Commission (CFTC).
据知情人士透露，Polymarket（其最大投资者之一是洲际交易所Intercontinental Exchange）目前正在另行讨论如何筹集10亿美元的新资金。此前，彭博社曾报道过Polymarket的融资谈判情况。
Polymarket, which counts Intercontinental Exchange among its biggest backers, is currently in separate discussions to raise $1 billion in fresh capital, according to people familiar with the matter. Bloomberg reported on Polymarket's funding talks earlier.
Kalshi公司由麻省理工学院的校友Tarek Mansour和Luana Lopes Lara于2018年共同创立。该公司受美国商品期货交易委员会（CFTC）的监管，其发展起源于Y Combinator（硅谷最著名的早期创业项目投资机构之一）运营的创业加速器计划。
Kalshi was founded in 2018 by Massachusetts Institute of Technology alumni Tarek Mansour and Luana Lopes Lara. The company, which is regulated by the CFTC, was seeded out of a startup accelerator program run by Y Combinator, one of Silicon Valley's most prominent backers of early-stage ventures.
据消息人士及Mansour最近接受CNBC采访的内容显示，Kalshi最近已开始初步讨论未来几年可能进行的首次公开募股（IPO）事宜。
Kalshi has recently held early discussions on a potential initial public offering in the coming years, according to the sources and a recent interview with CNBC by Mansour.
Chase Coleman领导的Tiger Global在风险投资领域拥有丰富的经验，是“跨界投资”模式的先驱；过去二十年里，该公司投资了包括OpenAI、字节跳动（ByteDance）、Revolut和Flipkart在内的多家知名企业。最近，Tiger Global募集了22亿美元的风险投资基金（Private Investment Partners 16），并正在筹备第17期投资基金（PIP 17）。这一举措旨在应对2022年以来整个风险投资行业所面临的低迷形势。目前，Tiger Global管理的资产规模约为600亿美元。
Chase Coleman's Tiger Global has a deep history in the venture capital landscape and pioneered the crossover investing model, having backed several high-profile companies over the past two decades, including OpenAI, ByteDance, Revolut, and Flipkart. More recently, the firm raised a $2.2 billion venture fund, the Private Investment Partners 16 fund and is in the process of raising its PIP 17 fund, as part of a strategy to ratchet up its venture capital bets following an industry-wide downturn during a two-year period from 2022. Tiger Global currently has assets under management of about $60 billion.
总部位于加利福尼亚州旧金山的Dragoneer是一家专注于科技领域的投资机构，近年来曾投资过OpenAI和SpaceX等企业。
San Francisco, California-based Dragoneer is a prominent technology-focused investment firm, which has backed the likes of OpenAI and SpaceX in recent years.
据路透社9月初的报道，随着预测市场逐渐成为投资者对Nvidia、Apple等美国大公司下注的新兴渠道，人们也开始担忧投资者保护和市场监管问题。包括加州民主党参议员Adam Schiff在内的多位立法者也对预测市场的快速发展表示了担忧。
As prediction markets are fast becoming alternative venues for traders to place bets on big US names like Nvidia and Apple, they are also starting to raise concerns about investor protection and market oversight, Reuters reported earlier in September. Several lawmakers, including US Senator Adam Schiff, a California Democrat, have recently raised concerns about the burgeoning growth of prediction markets.