Why we invested in Novyte AI

Novyte Materials: Accelerating Breakthrough Materials Through AI Driven Discovery

Materials define the performance of energy systems, electronics, infrastructure and advanced manufacturing, yet discovery continues to be a slow, uncertain and expensive process. Traditional workflows examine only a fraction of chemical possibilities and require years of experimentation before the right candidates emerge. Novyte is building a discovery engine that unifies generative models, reinforcement learning and physics based simulation into a single adaptive workflow, giving industry a faster and more predictable path to high performance materials. Novyte’s structured, property first approach enables the company to deliver lab ready materials in days instead of years, while tailoring novel compounds directly to client needs.

Strategic Industry and Market Context:

AI driven materials discovery is entering a rapid growth phase as industries seek higher performance, sustainable and commercially scalable compounds for energy storage, semiconductors, construction, specialty chemicals and advanced manufacturing. The global market for AI powered materials discovery is valued at USD 1.2 Bn in 2024 and is projected to reach USD 13-15 Bn by 2034, reflecting annual growth of 25- 28%. As performance requirements tighten and supply chain pressures intensify, companies across sectors increasingly depend on materials with precise thermal, mechanical and electronic properties that current discovery methods struggle to deliver at scale.

Yet most discovery pipelines remain constrained by fragmented datasets, slow experimentation and limited ability to navigate the vast chemical search space. The challenge lies not in the potential of modern chemistry but in the lack of integrated, predictive tools that can evaluate stability, manufacturability and performance with confidence. This has created an industry rich in demand but limited by discovery bottlenecks. The next era of materials innovation will depend on intelligent platforms that bring digital design, physics based evaluation and lab scale synthesis into a unified, continuous loop, enabling faster, more reliable movement from concept to validated material.

Key Advantages of Novyte’s Discovery Engine

Novyte’s hybrid architecture brings together generative modelling, physics based evaluation and constraint aware synthesis to create an adaptive engine that learns continuously. The platform screens millions of candidates against target properties, eliminates unstable or impractical options and delivers ranked compounds ready for downstream validation.

Several advantages emerge from this design: i) zero false positives through tight integration of simulation and synthesis ii) a property first workflow tailored to client technical and commercial goals iii) rapid generation of lab ready materials iv) a closed learning loop that strengthens predictive accuracy with each experiment.

By unifying design, simulation and synthesis, Novyte offers a scalable intelligence layer that turns materials discovery into a faster, more reliable and commercially viable process for industries seeking next generation compounds.

Advanced materials are central to the future of energy, electronics and manufacturing, yet faster and more reliable discovery is now essential. Novyte provides the intelligence layer that accelerates this shift, giving industries a predictable and scalable path to breakthrough compounds. As demand for high performance, sustainable materials grows, the company is well positioned to enable rapid, data driven innovation at global scale.

 Theia Ventures is proud to lead Novyte AI pre-seed round with participation of strategic angels, to catalyze the development of an AI native platform that makes materials discovery and synthesis reliable, faster, scalable and stable.