What is Plan Forward?
Plan Forward operates at the intersection of health-tech and financial services, providing a robust software platform that empowers dental practices to design, manage, and scale their own in-house membership plans. By enabling providers to set custom pricing and terms, the company facilitates a predictable recurring revenue stream while simultaneously offering uninsured patients access to transparent, affordable dental care. The platform is complemented by a dedicated customer service team, ensuring that practices can effectively transition away from reliance on traditional insurance carriers toward a more sustainable, patient-centric business model.
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 Elevate Ventures, Revere Partners, and IU Ventures
Angel/Seed (2023): $2M led by Elevate Ventures, Revere Partners, and IU Ventures
Key Investors in Plan Forward
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.
IU Ventures
IU Ventures provides investment opportunities in early-stage startup companies affiliated with Indiana University, fostering collaboration and innovation.
What's next for Plan Forward?
With this major enterprise-level funding, Plan Forward is poised to accelerate its market penetration and enhance its software capabilities. The strategic roadmap likely includes expanding the platform's feature set to support larger dental service organizations (DSOs) and deepening its integration with existing practice management systems. By leveraging this capital, the company aims to solidify its position as a leader in the dental membership space, driving operational efficiency for providers and improving financial accessibility for patients across the healthcare landscape.
See full Plan Forward company page
