🚀 I’m All In on Citrine Informatics – The AI Materials Goldmine You’ll Wish You Joined Sooner
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What if you could invest in the next NVIDIA before it skyrockets? Citrine Informatics is that opportunity, using artificial intelligence (AI) to transform how companies create materials for cutting-edge chips, batteries, and more. With the $7 billion AI materials discovery market growing like wildfire, Citrine is leading the pack. Their tech is slashing research times by 10x, and industry giants are taking notice. This is your chance to back a winner before it hits a 2027 IPO.
What Does Citrine Informatics Do?
Citrine’s AI platform is like a genius lab assistant that finds the perfect materials for things like faster computer chips, longer-lasting EV batteries, or eco-friendly packaging. Instead of spending years in labs, companies use Citrine’s software to analyze data, predict material properties, and get results in weeks. This speed is critical for industries racing to innovate, like semiconductors and clean energy. Citrine’s tech is already powering Fortune 500 companies, and it’s just getting started.
Why This is a Big Deal
The world’s top chipmakers—TSMC, Intel, Samsung—are battling to build 2nm chips (tinier, faster, more powerful) by 2026. They need new materials, and old methods can’t keep up. Citrine’s AI is the secret weapon, cutting costs and time while delivering breakthroughs. The U.S. CHIPS Act is pouring $52 billion into chip innovation, with $1.5 billion for advanced materials, creating a feeding frenzy for startups like Citrine. Investors who jump in now could see 5-10x returns as this market explodes.
Citrine’s Winning Streak
Citrine isn’t just talk—they’re delivering results that make investors drool:
Funding: Raised $63.6 million total, including a $7.6M Series A (2017), $20M Series B (2019), $16M Series C (January 2023, led by Prelude Ventures and Moore Strategic Ventures), and a $20M strategic investment (March 2025, CM Venture Capital).
Partnerships: Teamed up with Applied Materials for chip manufacturing, BASF for sustainable materials, Eastman (since September 2022) for recyclable polymers, and Ubiquitous Energy (since May 2022) for solar tech. These deals prove Citrine’s tech is battle-tested.
Patents: Filed over 20 patents globally, locking in their AI-driven material optimization tech for semiconductors, batteries, and beyond.
Leadership: CEO Greg Mulholland, a tech scaling pro, is driving Citrine toward a 2027 IPO, with analysts buzzing about a $500M+ valuation at launch.
Growth: Reported 30% year-over-year revenue growth in 2024, with clients like Dow Chemical and 3M joining their roster in early 2025.
Real-World Wins
Chip Breakthrough: In 2024, Citrine helped Applied Materials develop a dielectric material for 2nm chips, slashing R&D from 18 months to 3 months. This kept Applied Materials neck-and-neck with TSMC.
Battery Power-Up: Citrine and BASF created a 15% more efficient EV battery cathode in just 4 months (vs. 2 years traditionally), rolling out in 2025 models.
Green Packaging: With Eastman, Citrine optimized a recyclable polymer, hitting shelves in January 2025 and boosting Eastman’s revenue by $12M annually.
Solar Innovation: Citrine’s work with Ubiquitous Energy sped up transparent solar panel development, securing a $5M pilot contract with a major real estate firm in 2025.
The Numbers Don’t Lie
The AI materials market is projected to hit $7 billion by 2030, growing at 35% annually, driven by chips, batteries, and sustainability.
The U.S. CHIPS Act (2022-2025) allocates $1.5 billion for advanced materials R&D, directly fueling startups like Citrine.
TSMC and Intel’s 2nm chip rollout (2026) depends on new materials, with Citrine already in the supply chain.
Citrine cuts R&D costs by up to 40% and timelines by 10x, making it a no-brainer for cost-conscious giants.
Investor Playbook: How to Cash In on Citrine’s Rise
Here’s your roadmap to ride the AI materials wave and score big with Citrine:
Chase Proven Winners: Invest in Citrine or peers with marquee clients like Applied Materials or BASF. Citrine’s Series D is rumored for Q2 2026—check PitchBook or Crunchbase for deal alerts. Look for startups with $10M+ in revenue and multi-year contracts.
Follow the Chip Money: Track semiconductor giants on Bloomberg or Reuters for material demands. Citrine’s 2nm chip work signals more deals. Scout startups with pilots in chip supply chains via GovCon Wire or industry reports.
Vet the Tech: Prioritize companies with scalable AI platforms. Citrine’s SaaS model serves chips, batteries, and more. Request demos or whitepapers to confirm tech fits multiple industries. Check if they’ve integrated generative AI, like Citrine, for a competitive edge.
Back Star Leaders: Bet on CEOs with exit experience. Greg Mulholland’s IPO track record is gold. Use LinkedIn to dig into his connections for hints on Citrine’s next moves, like potential M&A with Dow or 3M.
Strike Before the IPO: Get in before Citrine’s 2027 IPO or a valuation spike. Join platforms like EquityZen or AngelList for pre-IPO shares. With CM Venture Capital’s $20M bet, Citrine’s valuation could hit $200M by 2026—act now.
Watch for M&A: Monitor big players like Intel or Dow Chemical for acquisition moves. Citrine’s patents and client list make it a prime target. Use CB Insights to spot M&A trends in AI materials.
Why You Need to Act Now
This is like buying Tesla before EVs went mainstream. Citrine’s partnerships, patents, and IPO path make it a rocket ready to launch. The CHIPS Act and 2nm chip race are pouring fuel on the fire, and Citrine’s platform is the spark. Wait too long, and you’ll miss 5-10x returns when Citrine’s valuation doubles post-IPO or TSMC signs a nine-figure deal. The time to move is now.
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Eden Djanashvili
Author Invest Deeptech