Plan Forward
Westfield, US · Founded 2018 · Delaware corporation · 2 known investors
Founders & leadership
JL
Jane LevyExecutive Officer, Director
ML
Megan LohmanExecutive Officer, Director
Investors · 2
Reported raises · per SEC filings
Form D private placements▶$863.9KraisedJan 2025 · 16 investors · Business ServicesRule 506(b)
▶$863.9KraisedJan 2025 · 16 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- Jane LevyExecutive Officer, Director
- Megan LohmanExecutive Officer, Director
- Offering amount
- $1M
- Amount sold
- $863.9K
- Minimum investment
- $3K
- First sale
- Dec 2024
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$1MofferedJan 2022 · Business ServicesRule 506(b)
▶$1MofferedJan 2022 · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- Megan LohmanExecutive Officer, Director
- Jane LevyExecutive Officer, Director
- Offering amount
- $1M
- Incorporated
- Limited Liability Company, Indiana, 2018
- Federal exemptions
- 06b
▶$330KraisedNov 2019 · 8 investors · Business ServicesRule 506(b)
▶$330KraisedNov 2019 · 8 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- Megan LohmanDirector
- Offering amount
- $1M
- Amount sold
- $330K
- First sale
- Oct 2019
- Incorporated
- Limited Liability Company, Indiana, 2018
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.