Plan Forward
PrivateLast Round
VC Round
Jan 7, 2025
Total Funding Raised
$4M
Company Overview
Plan Forward is a dental technology company that provides a software platform for dental practices to create, manage, and grow in-office membership plans for uninsured patients.
Sector
Enterprise Software
Verticals
Vertical SaaS, Patient Engagement, Revenue Cycle, Subscription Commerce
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Plan Forward Comparables
Compare Plan Forward with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Smile Advantage | 94% | |
| DentalHQ | 93% | |
| BoomCloud | 93% | |
Plan Forward Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| VC Round | Jan 7, 2025 | ||||
| Seed | Oct 10, 2023 | ||||
| Seed | Nov 16, 2022 | ||||
| Seed | Dec 9, 2020 |
Key People
Founding team and executive leadership
Plan Forward Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Revere Partners | Seed |
| Elevate Ventures | VC Round, Seed |
| IU Ventures | Seed |
| Revere Partners | Seed |
| Flywheel Fund | VC Round |
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.