Series - Kalshi

Series Description

20-Minute Regulatory Moat Opportunity - PIPELINE ABOUT THE OPPORTUNITY: Kalshi is the first legal prediction markets platform in the United States, operating under full CFTC regulation with precedent-setting regulatory approvals. Company Highlights: - CFTC-regulated prediction markets platform - First legal prediction market in US (regulatory moat) - Political betting and event contracts gaining mainstream adoption - Strong compliance infrastructure and regulatory relationships - Precedent-setting regulatory approvals create barriers to entry INVESTMENT THESIS: - Regulatory moat creates defensible competitive position - First-mover advantage in newly legal market - Growing mainstream adoption (political betting, event markets) - CFTC oversight provides legitimacy and customer trust - Expansion opportunities as regulatory framework matures REGULATORY PROFILE: - CFTC-regulated entity (strong compliance infrastructure) - Precedent-setting approvals for contract types - Regulatory expertise critical to understanding moat - Political betting approvals particularly valuable - Barriers to entry for competitors due to regulatory complexity INVESTMENT TERMS: - Minimum Investment: $100,000 - Status: Pipeline - Direct equity or secondary - Sector: FinTech / Prediction Markets - Structure: TBD based on opportunity WHAT WE'LL DISCUSS: - How CFTC regulation creates competitive moat - Prediction markets growth trajectory - Political betting and mainstream adoption trends - Regulatory advantages and expansion opportunities - Investment structure options - Timeline and availability OGV REGULATORY ADVANTAGE: Our team's regulatory expertise (former FINRA examiner) uniquely positions us to evaluate CFTC-regulated opportunities and understand regulatory moat value. ⚠️ ACCREDITED INVESTORS ONLY Investment involves regulatory risk, market adoption risk, and political/public perception risk.