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
Valuation timeline
0 priced rounds · 32 daily marks since · Sep 2026 – Oct 2026Membership and data by Private Market View
Plan Forward funding history
2 rounds| Date | Round | Raised | Post-money | $/share |
|---|---|---|---|---|
| Dec 2024 | Seed Round | $864K | ▮ | ▮ |
| Oct 2019 | Debt | $330K | ▮ | ▮ |
Membership and data by Private Market View
Plan 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).
How Plan Forward's valuation is determined
Private company valuations aren’t quoted on an exchange — they’re established in moments: a priced funding round sets a post-money valuation, secondary trades print at a price per share, and SEC-registered funds holding the stock report fair-value marks in their N-PORT filings.
For Plan Forward, the most current credible signal sets the number and the older ones confirm it: a live secondary-market price first, then three or more recent prints, then institutional fund marks, and otherwise the last priced round, which never decays. The valuation is the last round’s post-money moved by the price change since that round, so no share count is assumed. Today it is set by its last priced round. Question about this number? Full methodology →
Frequently asked about Plan Forward
- What is Plan Forward worth?
- Plan Forward is valued at $11.5M as of Oct 2026. Valued at $11.5M at its later-stage round, Jan 2025. Nothing has traded since.
- How much has Plan Forward raised?
- Plan Forward has raised $2.9M in total funding across 2 recorded rounds.
- When did Plan Forward last raise?
- Plan Forward last raised in Dec 2024 (Seed Round), raising $864K.