What is Plan Forward?
Plan Forward operates as a specialized SaaS provider, offering a comprehensive solution for dental practices to design, manage, and scale in-house membership plans. By empowering practitioners to define their own pricing structures and terms, the platform facilitates a predictable, recurring revenue stream that mitigates reliance on traditional insurance models. Beyond the practice-facing benefits, the solution provides uninsured patients with transparent, accessible care options. The company distinguishes itself through a combination of best-in-class software architecture and a dedicated customer service team that acts as a strategic partner in practice growth.
How much funding has Plan Forward raised?
Plan Forward has raised a total of $4M across 2 funding rounds:
Angel/Seed
$2M
Angel/Seed
$2M
Angel/Seed (2023): $2M with participation from Revere Partners, IU Ventures, and Elevate Ventures
Angel/Seed (2023): $2M led by IU Ventures, Elevate Ventures, and Revere Partners
Key Investors in Plan Forward
IU Ventures
IU Ventures provides investment opportunities in early-stage startup companies affiliated with Indiana University, fostering innovation and economic impact through specialized networks for alumni and entrepreneurs.
Elevate Ventures
Elevate Ventures is an active participant in shaping the future of Indiana by investing in cross-sector innovation-driven companies at Pre-Seed, Seed, and Series A stages.
Revere Partners
Revere Partners LLC offers services tailored for businesses and entrepreneurs, focusing on providing unique opportunities for growth and development while emphasizing the importance of second chances.
What's next for Plan Forward?
With this major enterprise-level funding, Plan Forward is poised to transition from its current developmental phase into a period of aggressive scaling. The strategic roadmap likely involves expanding the platform's feature set to accommodate larger dental service organizations and deepening its integration capabilities within existing practice management software. By leveraging this capital, the company aims to solidify its market position as the primary facilitator of membership-based dental care, ultimately driving broader adoption of its transparent, patient-centric financial model across the healthcare sector.
See full Plan Forward company page
