Plan Forward
PrivateLast Round
VC Round
Jan 7, 2025
Total Funding Raised
$4M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Plan Forward operates in Enterprise Software and is based in Westfield, Indiana. Its latest recorded funding round was a VC Round in January 2025.
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, Subscription Commerce, Patient Engagement, Revenue Cycle
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Non-AI
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% |
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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 |
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Key People
Founding team and executive leadership
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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.
- Aug 21, 2026
Monthly visitors grew 146% MoM, reaching 4.3K.
- Aug 5, 2026
Added Cherry Tree Dental, a healthcare/dental SMB, as a customer.
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Plan Forward Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Plan Forward's valuation, stock price, and market status.
Is Plan Forward a public or private company?
Plan Forward is a private company.
What is the current stock price of Plan Forward?
Plan Forward is a private company, so its shares have no public market price. Caplight tracks Plan Forward's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Plan Forward worth (valuation)?
Valuation information for Plan Forward is not publicly available.
Can I buy Plan Forward stock?
Plan Forward shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Plan Forward's last funding round?
Plan Forward's most recent funding round was VC Round on January 7, 2025.
Who are the main investors in Plan Forward?
Key investors in Plan Forward include Elevate Ventures.
Will Plan Forward IPO soon?
No public IPO plans have been announced for Plan Forward.
How can I track Plan Forward secondary market activity?
Caplight tracks bids, offers, and trades in Plan Forward's shares on secondary markets.