Polymagnet · Investor briefingNovember 2026

The Capital Case

“Let me roll up your industry.”

A fragmented industry, China’s 2025 export controls, a platform already shipping, and an operator who has done this before.

Fig. 1A programmed magnet. Each dot is a maxel, a printed magnetic pixel.
Tim CostelloCEO, Polymagnet
Principal TechnologistBuilt For the Future
ceotim.comFor discussion with capital partners

The case in brief

Fragmented market. Open window. Working platform. Proven operator.

Market382
magnetics companies mapped and graded. No standard-setter.
p. 09
Window2025
China restricted rare-earth magnets, then magnet-making equipment.
p. 05
Platform120+
patents behind Polymagnet’s programmable magnets, shipping commercially.
p. 06
Operator1,300+
builders served by Builder Homesite, which Tim founded and led for 22 years.
p. 11

The thesis

Buy the fragmented layer. Build the platform. Let it compound.

  1. 01

    Spot the fragmented market

    Many small players, aging owners, no standard-setter.

  2. 02

    Find the picks-and-shovels layer

    The equipment and know-how every player needs and nobody owns.

  3. 03

    Roll it up onto one platform

    Integrate, standardize, and let every addition strengthen the whole.

The problem

Western magnetics is fragmented, undercapitalized and exposed.

  • FragmentedMany small players. No one sets the standard.
  • UndercapitalizedThe equipment and know-how layer lacks the capital to scale.
  • ExposedWestern supply runs through a chain China now restricts.

Fragmentation is the opportunity. Exposure is the urgency.

Illustrative. Many small players, no center of gravity.

Why now

The window opened in 2025. It is already closing.

Magnet exports restricted

China controls rare earths and rare-earth magnets. MOFCOM Announcement 18.

Controls reach the machines

Expanded, for the first time, to magnet-making equipment and technology.

Consolidation is underway

Arcline’s DwyerOmega platform acquires Lake Shore Cryotronics.

The West needs a non-China magnetics supply chain. Consolidators are already moving.

The platform

Polymagnet: magnets you can program.

A MagPrinter prints tiny polarized “maxels”, magnetic pixels, into a single magnet. It can do what a conventional magnet cannot.

120+
patents
Shipping
commercially, including through distribution partner Industrial Magnetics, Inc.
Origin
Correlated Magnetics Research, Huntsville, Alabama
ConventionalOne north, one south.
ProgrammedPolarity set maxel by maxel.
  • On command:
  • Latch
  • Align
  • Spring
  • Hold

The roll-up math Illustrative

The value lives in the gap.

Small private industrial firms often trade around 4–7x earnings; scaled platforms, roughly 12–20x. Buying fragmented and integrating onto one platform is how that gap is captured.

Illustrative onlyTypical ranges, not a valuation, forecast or promise of returns.

Public comparables

The model is proven. Investors already reward it.

Serial acquirers in instruments show the model public investors already reward. Private capital is running the same play now. We bring it to magnetics.

Private platform · completed June 2026

Arcline’s DwyerOmegaacquiredLake Shore Cryotronics

Public serial acquirers in instruments

  • AMETEK
  • Roper
  • Danaher
  • Halma
  • Spectris

Proprietary sourcing

The field is already mapped. 382 companies, graded.

High marketing-opportunity 87 Graded in the directory 382 One square per company; position illustrative.
Companies sized315of 382
Flagged high marketing-opportunity87of 382
Average web score78/ 100

Each graded on a live audit of its own web presence. Weak presence means the most upside. Target map, competitive map and lead list in one.

The operator

Four industries. One pattern.

Walk into an industry that is stuck. Change how it works.

  1. Auto General Motors Technology Planning Manager, Advanced Vehicle Engineering

    Helped launch the EV1, the first modern electric car.

  2. Semiconductors Applied Materials VP of Global Operations

    Transformed how the industry manufactures: craft to lean flow production.

  3. Homebuilding Builder Homesite Founder, 2000 · led it 22 years

    Put rival national homebuilders on one shared technology platform.

  4. Magnetics · Now Polymagnet CEO

    Building the platform for Western magnetics.

The proof

He has rolled up an industry’s technology before.

In 2000 he founded Builder Homesite as a consortium of rival national homebuilders, and got fierce competitors onto one shared technology platform.

22
years leading the platform
1,300+
builders served
60%+
of U.S. homes built come from its builders
2024
sold to Zonda

The team

The team that builds the platform.

Tim Costello

CEO, PolymagnetPrincipal Technologist, Built For the Future

Founded and led Builder Homesite for 22 years. Helped launch the GM EV1. VP of Global Operations at Applied Materials.

Melissa Morman

CXOCo-principal, Built For the Future

Leads experience, brand and go-to-market.

Both at Built For the Future · built4f.com

The ask

Two conversations. Start with twenty minutes.

  • Capital partners

    Back the magnetics roll-up as the platform forms.

  • Operators

    Run a firm in a fragmented industry? See what a platform could do for it.

Next step

Book a 20-minute call.

Choose a time

calendly.com/timbuilt4f/instant-meeting
ceotim.com

Or meet us at MMM 2026, Honolulu71st Conference on Magnetism & Magnetic Materials. Talk FC-09, Thu Nov 5, 3:36 PM HST, Coral 1. Polymagnet/CMR exhibiting.