Key facts
- Plan Forward’s last known valuation is $11.5M (Jan 2025).
- 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).
- ·Post-money valuations for all 2 rounds
- ·The complete investor list — 8 names
- ·Watchlist + deal alerts for Plan Forward
Funding rounds
2 roundsAbout 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)
Plan Forward doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Plan Forward shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Plan Forward in its N-PORT filings yet. We sweep new filings monthly.