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Plan Forward
Westfield, US · Founded 2018 · Delaware corporation · 3 known investors
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Plan Forward provides a dental membership plan platform that automates member billing, renewals, and patient notifications, and integrates with major practice management systems. It serves dental practices, including multi-location offices, to grow production, retention, and patient reactivation.
Founders & leadership
Plan Forward was founded in 2018 by Megan Lohman.
Investors · 3
How we know: prnewswire.com · the VCSheet dataset · Not right? Tell us
How we know: prnewswire.com · Not right? Tell us
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)
- 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)
- 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)
- 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.
Related companies · 3
Companies working in the same space as Plan Forward.
In the news
Frequently asked questions
- What does Plan Forward do?
- Plan Forward provides a dental membership plan platform that automates member billing, renewals, and patient notifications, and integrates with major practice management systems. It serves dental practices, including multi-location offices, to grow production, retention, and patient reactivation.
- 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, Revere Partners.
- 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.