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 18 minutes ago

European software integration is experiencing a renaissance as businesses increasingly demand seamless connectivity between disparate systems. The unified API sector, long dominated by American players, is witnessing fresh European innovation that promises to address the continent’s unique regulatory and market fragmentation challenges. Maesn, a German startup building a comprehensive unified API platform, has secured €2.3 million in funding to accelerate its expansion across European markets. The round positions the company to compete directly with established players whilst offering European businesses a locally-developed alternative that understands GDPR compliance and multi-jurisdictional data handling requirements. The funding round was led by prominent European investors who recognised Maesn’s potential to capture significant market share in the rapidly growing API management space. Industry analysts estimate the European API management market will reach €4.2 billion by 2027, driven by digital transformation initiatives and increasing demand for system interoperability. Strategic Investment in Unified API Platform Growth The investors backing Maesn’s €2.3 million round bring more than capital to the table. The lead investor’s portfolio includes several successful European B2B software companies that have scaled across multiple European markets, providing valuable expertise in navigating the continent’s complex regulatory landscape. “We’re particularly excited about Maesn’s approach to solving the integration challenges that European businesses face,” commented a spokesperson from the lead investment firm. “Their platform addresses real pain points around data sovereignty and cross-border compliance that American solutions often overlook.” This funding follows a broader trend of European investors backing infrastructure software companies. The timing aligns perfectly with new EU regulations requiring greater data transparency and portability, creating tailwinds for API management solutions built with European requirements in mind. The investor syndicate includes both traditional VC funds and strategic investors who can provide market access and partnership opportunities across key European territories. This combination of financial backing and strategic support positions Maesn to execute on its ambitious expansion plans whilst maintaining its competitive edge in product development. European API Management Market Opportunity Maesn’s unified API platform differentiates itself by offering pre-built connectors specifically designed for European software ecosystems. Whilst global competitors focus primarily on American and Asian integrations, Maesn has invested heavily in understanding the unique requirements of European business software, including popular regional ERP, CRM, and accounting solutions. The company’s go-to-market strategy leverages the fragmented nature of European markets as an advantage. Rather than viewing language barriers and regulatory differences as obstacles, Maesn has built localisation capabilities directly into its platform architecture, enabling rapid deployment across multiple European jurisdictions. “European businesses shouldn’t have to choose between powerful integration capabilities and regulatory compliance,” explained Maesn’s founder and CEO. “Our platform delivers both, with the added benefit of data sovereignty that keeps sensitive information within European borders.” The €2.3 million funding will primarily support product development focused on expanding connector libraries and enhancing the platform’s compliance automation features. Additional investment will drive market expansion efforts in the UK, France, and Benelux regions, where early customer traction has demonstrated strong product-market fit. Recent customer wins include mid-market manufacturing and financial services companies that previously struggled with complex integration projects. These early adopters report significant reductions in integration time and improved data reliability compared to alternative solutions. This funding round signals growing investor confidence in European API infrastructure companies and validates the market opportunity for regionally-focused solutions. As European businesses continue their digital transformation journeys, platforms like Maesn are well-positioned to capture significant value whilst serving the continent’s unique integration requirements.

Fundraising 60 minutes ago

European femtech continues to defy funding statistics, with innovative health solutions targeting underserved women’s health markets securing capital despite the broader challenges facing female founders. Against a backdrop where just 2.3% of venture capital flows to female-led companies, YON E Health has secured €250k in pre-seed funding for its pioneering vaginal health device, signalling growing investor appetite for targeted women’s health technologies. The Hamburg-based startup’s funding round represents a strategic validation of the femtech sector’s potential within Europe’s fragmented healthcare landscape. With women’s health historically underrepresented in medical research and product development, YON E Health’s approach addresses a significant market gap that European regulators and healthcare systems are increasingly recognising. Femtech funding gains momentum despite broader challenges PMK-Group led the pre-seed investment, bringing not only capital but strategic expertise in healthcare commercialisation across European markets. The investor’s thesis centres on the untapped potential of women-centric health technologies, particularly those addressing intimate health concerns that have traditionally received limited attention from mainstream medical device companies. “The European femtech market represents a €50 billion opportunity that remains vastly underserved,” notes the lead investor. “YON E Health’s approach to vaginal health monitoring aligns with our portfolio strategy of backing founders who are solving real problems for underrepresented patient populations.” The funding landscape for female founders remains challenging, yet companies like YON E Health demonstrate that investors are beginning to recognise the commercial viability of women’s health solutions. PMK-Group’s involvement suggests institutional appetite for femtech investments is strengthening, particularly when backed by solid clinical evidence and clear market positioning. European regulatory advantages drive femtech innovation YON E Health’s vaginal health device benefits from Europe’s progressive approach to medical device regulation, with the Medical Device Regulation (MDR) providing clear pathways for innovative health technologies. The startup’s European base positions it advantageously for navigating fragmented healthcare systems whilst building credibility for eventual expansion into larger markets. The company plans to utilise the €250k funding to advance clinical trials and prepare for CE marking, essential steps for European market entry. Unlike their US counterparts, European femtech companies can leverage harmonised regulatory frameworks that, whilst complex, provide clearer routes to market across multiple jurisdictions simultaneously. “European women deserve healthcare solutions designed specifically for their needs,” states YON E Health’s leadership team. “Our device addresses a clinical gap that affects millions of women daily, yet has received minimal innovation attention until now.” This funding round positions YON E Health within a growing ecosystem of European femtech companies challenging traditional healthcare approaches. As institutional investors like PMK-Group commit capital to women’s health technologies, the sector gains credibility that could accelerate broader funding flows to female founders across European markets.

Fundraising 2 hours ago

European robotics is experiencing a renaissance, driven by labour shortages and the urgent need for industrial automation. Against this backdrop, Adaptronics, an Italian robotics startup, has secured €3.15M in funding to advance its sophisticated robotic manipulation technology. The investment, led by 360 Capital, signals growing investor confidence in European deep-tech solutions addressing real manufacturing challenges. This funding round positions Adaptronics within a competitive landscape where European robotics companies are increasingly attracting venture attention, particularly those focused on practical industrial applications rather than consumer novelties. 360 Capital leads robotic manipulation funding round 360 Capital’s investment in Adaptronics reflects a broader thesis around European manufacturing’s digital transformation. The Milan-based investor has historically backed B2B technology companies with strong intellectual property positions, making this robotics play a natural extension of their portfolio strategy. Unlike many Silicon Valley robotics investments that chase autonomous vehicles or humanoid robots, European investors like 360 Capital are focusing on immediate industrial applications. This pragmatic approach aligns with Europe’s manufacturing heritage and the continent’s need to compete with lower-cost Asian production through automation. The funding structure suggests confidence in Adaptronics’ technical approach, particularly as Italian robotics companies have historically struggled to scale beyond regional markets. 360 Capital’s backing provides not just capital but access to their network of manufacturing partnerships across Southern Europe. Italian robotics startup targets manufacturing precision Adaptronics is developing advanced robotic manipulation systems designed for complex manufacturing tasks that currently require human dexterity. Their technology focuses on precision handling and assembly operations, addressing a critical gap in European manufacturing where skilled labour shortages are becoming acute. The company’s Italian roots provide strategic advantages within Europe’s manufacturing ecosystem. Italy’s strong tradition in precision engineering and automation, combined with the country’s network of mid-sized manufacturers, offers a natural testing ground for Adaptronics’ technology. The €3.15M funding will primarily support product development and early commercial deployment across European manufacturing facilities. This measured approach contrasts with the capital-intensive scaling typical of US robotics ventures, reflecting European investors’ preference for sustainable growth over rapid expansion. Adaptronics’ focus on manipulation rather than mobility positions them well within European regulatory frameworks, avoiding the complex approval processes that autonomous mobile robots face. This strategic positioning should accelerate their path to market across EU manufacturing sites. The timing proves strategic as European manufacturers increasingly view robotics as essential rather than optional, driven by post-pandemic labour market disruptions and intensifying global competition. Adaptronics appears well-positioned to capture this growing demand with technology specifically designed for European manufacturing requirements.

Subscribe to
our Newsletter!

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