Plan Forward is a dental software company based in Indianapolis that provides tools to create, manage and analyze dental membership plans. Led by co-CEOs and co-founders Jane Levy and Megan Lohman, the company offers compliant membership agreements and marketing support to help practices grow membership. Its integrated platform, Plan Forward Advanced, supports existing practice workflows and enables custom creation and management of membership plans. The company works with large dental organizations, private groups and independent practices across 40 states. Plan Forward raised $2M in a Seed B round and intends to use the funds to grow the team and continue investing in technology. The funding is aimed at expanding the company's technology and team to support broader adoption among dental practices.

Total raised

$2M

Funding rounds

1

Latest round

Seed

Latest activity

Oct 2023