Plan Forward: Funding, Investors & Team (Aug 2026)
Plan Forward is a dental membership platform that aims to provide in-house membership plans to patients who do not possess conventional insurance. This enables a larger number of patients to access high-quality care and develop loyalty towards reputable providers. The company collaborates with dentists, group practices, and dental practice office managers to establish and support their in-office dental membership plans. Plan Forward was founded in 2018 and operates from its headquarters in Indianapolis, Indiana.
Plan Forward has raised $2.0M across 1 funding round on record, the most recent a Seed of $2.0M announced in Oct 2023.
That round is below the $4.7M median round size for Health Care companies tracked on FundedIQ over the last two years.
Plan Forward Company Profile and Key Stats
Latest funding round on record: Oct 2023.
Plan Forward Funding Rounds
Plan Forward Founders and Leadership Team
Contact details for the Plan Forward team: 1 of 1 has an email address on file.
Start 14-day free trial →Plan Forward Funding Compared to Other Health Care Startups
Plan Forward's latest round of $2.0M is below the median round in Health Care. Medians cover the last 24 months of disclosed rounds.
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Plan Forward Funding FAQs
What does Plan Forward do?
Plan Forward is a dental membership platform that aims to provide in-house membership plans to patients who do not possess conventional insurance. This enables a larger number of patients to access high-quality care and develop loyalty towards reputable providers. The company collaborates with dentists, group practices, and dental practice office managers to establish and support their in-office dental membership plans. Plan Forward was founded in 2018 and operates from its headquarters in Indianapolis, Indiana.
How much funding has Plan Forward raised?
Plan Forward has raised $2.0M across 1 round on record. The most recent is a Seed of $2.0M announced in Oct 2023.
When did Plan Forward last raise funding?
Plan Forward's most recent funding round on record is a Seed of $2.0M, announced in Oct 2023.
Who is the CEO of Plan Forward?
Megan Lohman is listed as CEO at Plan Forward.
Where is Plan Forward headquartered?
Plan Forward is based in Indianapolis, Indiana, United States.
How many employees does Plan Forward have?
Plan Forward is in the 1-10 employee band.
How does Plan Forward's funding compare to other Health Care startups?
Plan Forward's latest round of $2.0M is below the $4.7M median round size for Health Care companies on FundedIQ across 3,653 tracked companies over the last two years.
About FundedIQ's Plan Forward Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Plan Forward is left off this page rather than filled in.
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