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Plan Forward

Westfield, IN · Founded 2018 · Privately Held (backing)

Developer of a dental membership software designed to provide uninsured patients with an alternative to traditional dental insurance. Plan Forward is based in Westfield, IN and was founded in 2018. It was valued at $11.5 million at its later-stage round in Jan 2025, the last priced event on record. It has raised $2.9 million across 2 recorded rounds; the latest was an $863,870 seed round in Dec 2024.

PMV mark · valuation
$11.5M
Oct 2026
Priced at
its later-stage round
Jan 2025
Total raised
$2.9M
Last round
Seed Round
Dec 2024
How much has Plan Forward raised?
$2.9Macross 2 recorded rounds · Oct 2019 – Dec 2024

Most recently, Plan Forward raised $864K in its Seed Round (Dec 2024).

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Plan Forward round by round

2 rounds
Dec 2024Seed Round$864KSEC filing▮
16 investors participated
Oct 2019Debt$330KSEC filing▮
8 investors participated

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.

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8 investors have backed Plan Forward.

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Frequently asked about Plan Forward

How much has Plan Forward raised?
Plan Forward has raised $2.9M in total across 2 recorded funding rounds.
When was Plan Forward's last funding round?
Plan Forward's most recent recorded round was Seed Round in Dec 2024, raising $864K.