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Polaron unlocks £6m in funding led by Racine2 to remove bottlenecks in advanced materials manufacturing

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Polaron
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Isaac Squires; Steve Kench; Sam Cooper
💰
£6m
🌎
London, United Kingdom
Feb 3, 2026

Polaron, a materials science intelligence startup, has today announced £6 million in funding. The round was led by Racine2, an impact focused fund led by Serena and Makesense, with co-investment from Speedinvest and Futurepresent, plus angel backing from senior figures across the Industrial AI ecosystem.

Polaron builds an intelligence layer for materials science to address the bottleneck between how materials are made and how they perform. The funding will enable Polaron to expand its engineering team, accelerate rollout of its generative design tools, and support growing customer demand across automotive, energy, and beyond.

Polaron addresses a long-standing challenge in manufacturing where understanding materials relies on manual work, isolated tools, and trial and error. Engineers must connect processing choices to material performance, even though processing determines structure and structure determines performance. Polaron trains models on real microscopy images and measured properties to interpret microstructure, explain material behaviour, and help engineers optimise processes more quickly, reducing extensive manual analysis to minutes.

Polaron was spun out from Imperial College London after seven years of research at the intersection of AI and materials science. Its technology is already used by engineers at global manufacturing leaders, including electric vehicle makers responsible for over a third of the world’s electric vehicle production. In one use case supporting new battery electrode design, Polaron reports energy density improvements exceeding 10 percent.

For 150 years, industry has used machines to shape materials. Now, we are teaching machines to understand them. Polaron is building an intelligence layer powered by the world’s materials data for faster discovery, better design and a new generation of advanced materials.
Isaac Squires, Co-founder & CEO
In materials, AI is commoditising atomistic discovery. The winners will be the ones who can predict real-world industrial manufacturability. No one but Polaron knows how to do this today.
Alix Trébaol, Investor at Serena
What impressed us about Polaron is its focus on the point where materials innovation often breaks down: translating scientific insight into manufacturable reality. By grounding AI in real microstructural data and industrial constraints, Polaron is building a platform that can accelerate how advanced materials move from research into production.
Florian Obst, Investor at Speedinvest
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