Anthony Luu

BCI Private Equity is making strides and rising up the ranks among allocators. Buyouts shows BCI now as the 11th largest North American allocator in the sector, jumping two ranks in one year. Proud of the work the team is doing and there's more to come. Read below for more.

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The Bay Area’s expansion-stage market is showing real momentum.   Deloitte's latest Road to Next report launched this week and offers an encouraging read. The Bay Area generated more than $300B across 108 expansion-stage exits in H1 2026—more than four times the region’s full-year total for 2025.   Our concentration of AI-linked companies is an important part of that story, but momentum extends beyond the biggest transactions. I see this as an important signal for San Francisco’s founders, investors, and broader business community: the liquidity window may be reopening.   Read the report: https://lnkd.in/gUA95aYK.   #RoadToNext #BayArea #GrowthCompanies

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**OpenEvidence Hits $12B Valuation Amidst Market Competition** OpenEvidence's recent valuation surge to $12B, fueled by new investments from Thrive and DST, underscores the dynamic evolution within the healthcare data sector. Despite competitive pressures, this remarkable growth reflects investor confidence and the increasing value placed on accessible medical information. At ElevenX Capital, we believe that innovation will continue to drive investor interest in tech-driven healthcare solutions. How can emerging startups effectively differentiate themselves in a crowded market? #investing #innovation #venturecapital #entrepreneurship

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It has been incredible watching Actinide rebuild America's isotope capacity over the past year. Their recent demonstration of HALEU fuel production for next-generation reactors further validates the important role this company will play in the most critical sectors of our economy.

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Moving the needle in human healthspan requires more than capital—it demands deep scientific conviction and true operational patience. In healthcare private equity, the most resilient investment theses aren’t built purely in spreadsheets. They are forged at the intersection of rigorous bench-level data, advanced cellular models, and disciplined long-term capital allocation. As we witness the convergence of AI-driven target discovery, epigenetic clocks, and next-generation cell/gene therapies, the mandate for institutional investors is clear: we must be partners in translation, not just financiers. Accelerating the transition from treating late-stage disease to preserving functional healthspan is both a generational economic opportunity and our deepest responsibility. Grateful to collaborate daily with visionary scientists, clinical leaders, and management teams working relentlessly to solve critical unmet medical needs. The future of medicine is happening now. #PrivateEquity #Healthcare #Biotechnology #TranslationalResearch #LifeSciences #Longevity

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💡"Focusing on women-specific outcomes offers a real opportunity to create alpha by investing where competitors have not spent much time or capital, creating room for differentiation and early leadership." Kudos to Millie Nelson and BioXconomy for drawing attention to the positive impact of investing in women's health!

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As PE heads into 2026, AI, liquidity pathways and carve-outs are reshaping value creation. This piece outlines four predictions PE firms and portfolio leaders should be watching closely: https://bit.ly/4sV9OwL

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Goldman Sachs is co-leading financing for 5 gigawatt power sites in Texas. ⚡️ According to developer GridFree AI, Goldman alongside real estate advisory Newmark Group Inc. is raising funds for modular natural gas-fired generation. The goal? To power South Dallas One, a data center cluster. 💡 Power will be supplied directly to the data centers, cutting out the grid entirely. Already, land for 2 out of 3 sites has been secured, and power is expected to come online in less than 2 years. This is much faster than if South Dallas One were connected to the grid. Many developers are choosing to go this route and directly connect to power supplies. All across the country, the grid is struggling to keep up with increased power demand from data centers and other energy-intensive industries. 📈 The South Dallas One site will be fully self-sufficient, but developers say they do plan to eventually connect to the grid to give back excess power supplies. Down the road, GridFreeAI plans to incorporate nuclear into their global sites as well. What do you think of this plan? Share in the comments below. Link to the full article in the comments ⬇️ Source: Bloomberg 12/30/2025 Disclaimer: Nothing in this post constitutes investment advice. #powerdemand #energy #powergrid #technology #datacenters #AI

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