Plan Forward
PrivateLast Round
Seed
Oct 10, 2023
Total Funding Raised
$2M
Momentum Score
25 /100
Company Overview
Plan Forward is a dental technology company that offers software solutions for creating and managing in-office membership plans, enabling uninsured patients to access dental care while helping dentists increase treatment acceptance and revenue.
Sector
Healthcare & Life Sciences
Verticals
Vertical SaaS, Revenue Cycle, Patient Engagement
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Plan Forward Comps
Public and private peers based on sector, stage, and business model.
Plan Forward Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Oct 10, 2023 | ||||
| Seed | Nov 16, 2022 |
Key People
Founding team and executive leadership
Plan Forward Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Revere Partners | Seed |
| Elevate Ventures | Seed |
| IU Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 30, 2025
Added Select Dental Management LLC as a customer.
- Jul 30, 2025
Added Tend, a dental company, as a customer.
Plan Forward Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Plan Forward's valuation, stock price, and market status.
