Plan Forward
PrivateLast Round
VC Round
Jan 7, 2025
Total Funding Raised
$4M
Momentum
Top 5%
of companies Caplight tracks
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.
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.
- Aug 21, 2026
Monthly visitors grew 146% MoM, reaching 4.3K.
- Jul 30, 2025
Added Select Dental Management LLC as a customer.
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.
Request accessFrequently 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 with no public stock price. No recent secondary market data is available.
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. Visit https://www.caplight.com to learn more.
When was Plan Forward's last funding round?
Plan Forward's most recent funding round was Seed on October 10, 2023.
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 for private companies. Visit https://www.caplight.com to monitor Plan Forward's secondary market activity and sign up for updates.