Plan Forward
Westfield, US · Founded 2018 · Delaware corporation · 3 known investors
Founders & leadership
Plan Forward was founded in 2018 by Megan Lohman.
ML
Megan LohmanFounder
JL
Jane LevyNamed on SEC filing
Investors · 3
Also in the syndicate · 1
Revere Partners
Funding
SEC filings, press & company announcements$3.2M disclosed across 3 of 4 rounds · 2019–2024
- $2MSeed BOct 2023 · 2 sources
Elevate Ventures (lead), IU Ventures, Revere Partners
Source ↗
▶$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.
Competitors · 3
by search overlap
PlanSource Benefits Administration15 shared keywordsPlanSource provides a benefits administration platform that helps organizations manage employee benefits enrollment, administration, and decision-making using AI-powered tools. The platform serves employers and benefits administrators seeking to modernize benefits management processes.
Teero14 shared keywordsTeero provides on-demand dental hygienist staffing along with billing tools for dental practices and DSOs, including payment posting, insurance verification, patient payment reminders, and a virtual receptionist. Its staff are personally vetted and W-2 employed through Teero, and hygienists use a free app to find flexible local temp shifts.
Pearly12 shared keywordsPearly is a patient billing and payments platform for dental practices, DSOs, and dental groups, using automation and data science to handle dental billing, accounts receivable management, and payment plans. It focuses on improving the patient financial experience and revenue cycle outcomes for dental care providers.
Companies competing with Plan Forward for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- Who founded Plan Forward?
- Plan Forward was founded by Megan Lohman in 2018.
- Who are Plan Forward's investors?
- Plan Forward's investors include Elevate Ventures, IU Ventures.
- How much funding has Plan Forward raised?
- Plan Forward has disclosed $3.2M raised across 3 of its 4 known rounds.
- Where is Plan Forward headquartered?
- Plan Forward is headquartered in Westfield, US.