Sesame Summit 2026 – application open

What’s driving investment in new materials? Five investors weigh in

With the inaugural JEC Investor Day around the corner, we caught up with five investors who will be attending this special event to discover the most innovative startups, connect with industry leaders, and experience the best of composites innovation.

There’s no doubt that composites are a hot topic, and JEC World is expecting a record number of attendees for its milestone 60th edition. But when it comes to funding, talking to VCs was a useful reminder that funds are driven to this space by a variety of reasons, from corporate innovation needs to climate and sustainability goals.

Since new materials can address a wide range of needs, we know that many industries will leverage composites, but a better question is which ones can benefit the soonest. Our exchanges confirmed some trends that have already been in the spotlight, but also highlighted others that are less often thought of, such as biotech applications.

We spoke with:

Editor’s note: Answers have been edited for length and clarity. Investors’ portfolio companies are marked with an asterisk.

Minh Tran, founder & managing partner, Mandalore Partners

How do new materials connect with your investment thesis?

New materials are central to our mission of reindustrializing France and driving the green transition: They enable sustainable production, reduce reliance on foreign technologies, and support innovations in key areas like 3D printing, energy storage, and advanced manufacturing.

Which industries do you believe can benefit from new materials the soonest?

  • Energy and cleantech: Solar panels, batteries and hydrogen storage solutions;
  • Automotive and aerospace: Lightweight composites for fuel efficiency and electrification;
  • Manufacturing and 3D printing: Advanced polymers and metals for scalable production;
  • Pharma and biotech: Cleanroom materials and drug delivery systems;
  • Construction: Sustainable materials like carbon-neutral cement.

How do you work with startups after you’ve invested?

We provide strategic partnerships, operational support, market access, and growth capital. This includes connecting startups with industrial partners, modernizing infrastructure, securing pilot projects, and tracking ESG impact. Our hands-on approach ensures scalability and alignment with our Article 8 ESG commitments.

Can you mention some promising use cases you have come across?

  • Next-gen solar panels using tandem silicium-perovskite cells;
  • Automated footwear production with advanced materials;
  • Modular cleanrooms for biotech and pharma;
  • Durable robotic designs for industrial applications;
  • Advanced materials for precision manufacturing.

Sébastien Léger, founding partner, Slate Venture Capital

How do new materials connect with your investment thesis?

We are a B2B climate tech fund. Materials are core to our investment thesis. We are actively looking at companies creating advanced materials, bio-based materials, or material using carbon. We are also very interested in recycled materials.

Which industries do you believe can benefit from new materials the soonest?

Many industries can benefit from new materials, starting with the battery industry and the construction industry. These are only two examples.

How do you work with startups after you’ve invested?

Two of our founders are ex-entrepreneurs who sold their companies. Helping portfolio companies is of paramount importance to us. We do so across multiple topics, from overall strategy, growth acceleration to capex execution.

Can you name some promising new materials startups you have come across?

We have seen many exciting companies. Just to name a few across the board: Arda*, Altrove, Tozero, Fairmat*, and Circular Rubber.

Matt Jones, managing partner, Syensqo Ventures

How do new materials connect with your investment thesis?

Our investment thesis in composites is centered on addressing the growing needs of our customers for composite parts. Customers are primarily focused on achieving lighter, higher-performing parts that can be produced faster, in larger volumes, and at reduced costs. While materials are a crucial component of the overall customer solution, they must contribute positively to the objectives of creating lighter, more manufacturable, cost-effective parts.

Which industries do you believe can benefit from new materials the soonest?

Industries that fight gravity, with wings or wheels, and that are transitioning to new fuels, be it electrons of sustainable aviation fuels (SAF) should have the strongest customer pull to adopt more composite materials. Metrics of km/kwh or km/l both lead to end-user value propositions that should give composites an advantage to grow rapidly during this transition.

How do you typically work with startups after you’ve invested?

Like all VC investors, we leverage our network — internal to Syensqo and external — to help support our startups. We try to unite the entire value chain, from material to part, to make sure that customer needs are understood and being met. We help to bridge the cultural divide between an incumbent industry and a startup by understanding the unique perspectives and skill sets that both bring to the table.

Can you name some promising new materials startups you have come across? 

Three material startups that I have tracked over time are Mallinda, iMicrobes and Lineat.  

Mallinda has a vitrimer technology that can act like a thermoset or a thermoplastic, opening up opportunities for recycling, repair, and manufacturing flexibility. iMicrobes is making bio-based input chemicals, including acrylonitrile for carbon fiber production, while Lineat’s innovative approach to reusing surplus carbon fiber leads to input materials that lower carbon intensity and cost for the ultimate composite part. 

Within our own portfolio, iCOMAT* and Plyable* both bring innovation to speed up and lower the cost of manufacturing composite parts, in line with our thesis on meeting customer needs in this space.

Charles Gannon, CEO and director, Karlsrock

How do new materials connect with your investment thesis?

They can help us serve customers better and enhance enterprise value. 

Which industries do you believe can benefit from new materials the soonest?

Construction, energy and utilities.

How do you work with startups after you’ve invested?

As strategic advisors empowering leaders to grow. 

Vanessa Amaral, venture director, 4elements

How do new materials connect with your investment thesis?

We focus on pre-seed investments in impact-driven startups that develop breakthrough technologies in materials science, particularly those enabling decarbonization, circularity, and resource efficiency. We believe that new materials play a critical role in addressing global sustainability challenges, from reducing industrial emissions to enhancing recyclability and replacing fossil-based materials.

Which industries do you believe can benefit from new materials the soonest?

There are a few industries where new materials can make a real difference. 

In plastics and packaging, we’re seeing a big push for materials that reduce reliance on fossil fuels, like bio-based plastics, CO2-derived polymers, purification processes and advanced recycling technologies. The goal? Less waste, better circularity, and a smaller environmental footprint. 

In textiles, they are going for sustainable alternatives to synthetic fibers, with innovations like microalgae-based biopolymers and biofabricated textiles offering a scalable replacement for petroleum-based materials without sacrificing performance or aesthetics. 

Construction is another sector where new materials are making an impact, with low-carbon cement, bio-based composites, and next-gen insulation materials helping to reduce emissions from buildings while improving energy efficiency and durability.

How do you work with startups after you’ve invested?

As a venture studio, we take an active role in guiding startups beyond just providing capital. Our approach includes helping founders refine their technology roadmap and scale from lab-scale to pilot and industrial production; connecting startups with industrial partners, early customers, and supply chain stakeholders; helping assemble high-performing teams, recruiting key talent, and setting up governance structures; and supporting startups in securing follow-on funding from institutional investors, grants, and corporate partners.

Can you name some promising new materials startups you have come across?

  • BioHalo (bio-based materials as eco-friendly, high-performance replacements for PFAS substances);
  • CompPair (healable and sustainable composite materials);
  • Extracthive (new technology to recycle carbon fiber reinforced polymers from production and post-consumer waste).

you might also like

Fundraising 1 day ago

The European health-tech sector continues its robust growth trajectory, with personalised healthcare solutions attracting significant investor attention across the continent. This trend reflects growing consumer awareness of preventive healthcare and the increasing sophistication of at-home diagnostic technologies. Holo, a startup developing personalised lab testing and daily health tracking solutions, has secured €1 million in pre-seed funding to accelerate its mission of making precision health accessible to European consumers. The funding round was led by Calm/Storm Ventures and Mission VC, two investors with complementary expertise in health technology and consumer applications. This combination provides Holo with both deep sector knowledge and go-to-market experience crucial for navigating Europe’s complex healthcare regulations and fragmented markets. Pre-seed funding positions personalised health tracking for growth Calm/Storm Ventures’ participation signals confidence in Holo’s approach to democratising health insights through accessible testing solutions. The investor’s portfolio focus on consumer health technologies aligns perfectly with the growing European demand for proactive health management tools. Mission VC’s involvement brings additional expertise in scaling technology platforms across European markets, particularly valuable given the varying regulatory landscapes across EU member states. The €1 million pre-seed represents a substantial early-stage commitment for European health-tech, reflecting investor appetite for solutions that bridge the gap between clinical diagnostics and consumer wellness. Both lead investors recognise the significant opportunity in personalised health tracking, where traditional healthcare systems are increasingly supplemented by direct-consumer solutions. “We’re seeing unprecedented demand for health insights that people can act upon immediately,” noted a representative from the investment consortium. “Holo’s approach to combining laboratory-grade testing with daily tracking creates a compelling value proposition for European consumers seeking greater control over their health outcomes.” European health-tech market expansion accelerates Holo’s platform addresses a critical gap in the European healthcare landscape, where traditional systems often focus on treatment rather than prevention. By enabling users to access personalised lab testing and continuous health monitoring, the company positions itself at the intersection of two growing trends: the quantified self movement and precision medicine accessibility. The startup plans to utilise the funding to expand its testing capabilities and enhance its daily tracking algorithms. This development focus acknowledges the unique challenges of operating across European markets, where data privacy regulations like GDPR require sophisticated technical architecture and consumer trust remains paramount. Within the competitive landscape, Holo differentiates itself through its integrated approach to both laboratory testing and continuous monitoring. While competitors often focus on either diagnostic testing or wellness tracking, Holo’s combined platform offers users a more comprehensive view of their health status and trends. The funding positions Holo to capture market share in Europe’s expanding health-tech sector, where regulatory clarity around digital health solutions continues to improve. This represents a significant opportunity for European startups to compete effectively against US-based platforms while maintaining compliance with stringent EU data protection standards. European health-tech funding has consistently outpaced other regions in the preventive healthcare segment, indicating strong ecosystem support for solutions like Holo’s integrated platform.

Fundraising 1 day ago

European e-commerce is experiencing a paradigm shift as artificial intelligence transforms how consumers discover and purchase products online. The fragmented nature of European retail markets, with their diverse languages, currencies, and consumer preferences, creates unique opportunities for AI-powered solutions that can bridge these gaps intelligently. Paris-based Dialog has secured €3.7 million in funding to accelerate the development of its AI shopping agent technology. The round was led by Galion.exe, marking a significant investment in the emerging category of conversational commerce platforms designed specifically for European market complexities. AI Shopping Agent Investment Attracts European Venture Capital Galion.exe’s decision to lead this AI shopping agent funding round reflects the venture firm’s thesis on the intersection of artificial intelligence and commerce in Europe. The Paris-based investor has built a reputation for backing B2B software companies that address the unique challenges of operating across multiple European jurisdictions and markets. Dialog’s impressive traction metrics played a crucial role in attracting investment interest. The company has generated over 300,000 add-to-cart events through its platform, demonstrating significant user engagement and commercial viability. This level of conversion activity suggests that European consumers are increasingly receptive to AI-assisted shopping experiences when properly localised. “The European e-commerce landscape is ripe for intelligent automation that understands local market nuances,” said a spokesperson from Galion.exe. “Dialog’s approach to conversational commerce addresses real pain points for both consumers and retailers operating across diverse European markets.” Conversational Commerce Platform Targets European Market Expansion Dialog’s AI shopping agent operates as an intelligent intermediary between consumers and e-commerce platforms, using natural language processing to understand purchase intent and guide users through product discovery. The technology is particularly well-suited to European markets, where consumers often navigate multiple languages, currencies, and regulatory frameworks within a single shopping journey. The €3.7 million funding will primarily support product development and market expansion across key European territories. Dialog plans to enhance its multilingual capabilities and integrate with major European e-commerce platforms, addressing the fragmentation that has historically challenged cross-border retail growth in the region. Unlike Silicon Valley counterparts that often adopt a one-size-fits-all approach, Dialog has designed its platform with European regulatory compliance in mind from the outset. This includes GDPR-compliant data handling and transparent AI decision-making processes, positioning the company advantageously as European AI regulations continue to evolve. The competitive landscape in conversational commerce remains relatively open in Europe, with most established players focused on North American markets. This creates a significant opportunity for Dialog to establish market leadership while European e-commerce continues its rapid digitisation. Dialog’s successful funding round signals growing investor confidence in European AI applications that address real commercial needs rather than pursuing theoretical breakthroughs. As European venture capital increasingly focuses on practical AI implementations, Dialog’s approach represents a template for building sustainable, regulation-compliant technology businesses in the region.

event management funding
Fundraising 1 day ago

Europe’s fragmented event industry is ripe for digital transformation, with administrative complexity creating significant friction for organisers across multiple jurisdictions. Belgian startup Rookoo has secured €900k in funding to tackle this precise challenge, positioning itself at the intersection of AI-powered automation and European regulatory compliance. The funding round signals growing investor confidence in B2B software solutions that address sector-specific pain points across European markets. Rookoo’s platform promises to streamline event administration through intelligent automation, particularly relevant as European event volumes rebound post-pandemic. Event management funding targets administrative efficiency The €900k investment reflects broader trends in European enterprise software, where investors increasingly back solutions addressing regulatory complexity and operational inefficiencies. The funding enables Rookoo to expand its AI-driven platform across European markets, where event organisers face varying compliance requirements and administrative burdens. Rookoo’s approach leverages artificial intelligence to automate routine administrative tasks that typically consume significant resources for event organisers. The platform addresses pain points ranging from vendor management to regulatory compliance, areas where manual processes create bottlenecks and increase operational costs. The timing aligns with European businesses’ accelerated digital adoption, particularly in sectors where administrative overhead directly impacts profitability. Event management represents a prime target for automation, given the repetitive nature of many organisational tasks and the industry’s traditionally fragmented approach to technology adoption. Belgian startup targets global event industry transformation From its Belgian headquarters, Rookoo is building technology designed to scale across diverse European regulatory environments. The company’s focus on administrative chaos reflects deep understanding of European market dynamics, where cross-border events require navigation of multiple compliance frameworks. The startup’s AI-powered approach differentiates it from traditional event management software, which typically requires manual configuration and ongoing maintenance. Rookoo’s platform learns from user behaviour and industry patterns, potentially reducing the administrative burden that currently limits growth for many European event businesses. Belgium’s position as a European technology hub provides strategic advantages for Rookoo’s expansion plans. The country’s proximity to major European markets and established connections within the Brussels business ecosystem offer natural pathways for customer acquisition and partnership development. The €900k funding round positions Rookoo to capture market share in an industry where digital transformation remains incomplete. As European event organisers seek competitive advantages through technology adoption, solutions addressing fundamental operational challenges are likely to gain traction rapidly.

Subscribe to
our Newsletter!

Stay at the forefront with our curated guide to the best upcoming Tech events.