Plan Forward key facts
as of Oct 2026- Developer of a dental membership software designed to provide uninsured patients with an alternative to traditional dental insurance.
- Plan Forward is valued at approximately $11.5M as of Oct 2026, set at its later-stage round, Jan 2025; nothing has traded since, per PrivateMarketView’s mark.
- It has raised $2.9M across 2 recorded rounds; the latest was Seed Round ($864K) in Dec 2024.
- Notable investors include gBETA, Elevate Ventures, Flywheel Fund, Clear Heights Capital, IU Ventures — 8 tracked in total.
- Plan Forward has filed 3 Form Ds with the SEC since 2019, most recently Jan 2025 ($864K sold to 16 investors).
- Status: Privately Held (backing).
Valued at $11.5M at its later-stage round, Jan 2025. Nothing has traded since.
- ·Watch Plan Forward: the Monday email on marks, rounds and moves
Plan Forward funding rounds
2 roundsPlan Forward valuation
Plan Forward was valued at $11.5 million at its later-stage round in Jan 2025. That is the last priced event on record: no secondary trade or institutional fund mark has moved the figure since.
How much has Plan Forward raised?
Plan Forward has raised $2.9 million in total; 2 of its rounds are on record. The largest on record was an $863,870 seed round in Dec 2024.
Plan Forward has filed 3 Form Ds with the SEC since 2019, most recently in Jan 2025 ($863,870 sold to 16 investors).
Plan Forward investors
8 investors are on record for Plan Forward, including gBETA, Elevate Ventures, Flywheel Fund and Clear Heights Capital. The seed round in Dec 2024 drew 16 investors.
About Plan Forward
Developer of a dental membership software designed to provide uninsured patients with an alternative to traditional dental insurance. The company's software helps to create a new in-office membership plan, manage existing ones, increase treatment acceptance, grow revenue, and build patient loyalty, enabling dentists to have easy-to-use software with pre-built dashboards to manage membership plans and provide Direct pulp capping (DPC) in dentistry and help them to market their plans and provides all the compliant membership agreements.
- Sector
- Information Technology
- HQ
- Westfield, IN, United States
- Founded
- 2018
- Employees
- 8
- Website
- planforward.io/
- Ownership
- Privately Held (backing)
Is this your company? Sign in with your work email to keep it current, or tell us what's wrong.