Plan Forward Raises $2 Million in Seed B Round

by Kay Aloha Villamor in October 11th, 2023

Plan Forward, an Indianapolis, Indiana-based dental software company enabling dental practices to offer an alternative method of payment to uninsured patients, raised $2 million in Seed B financing.

SaaS Investors

The round was led by Elevate Ventures and included participation from IU Ventures and Revere Partners.

Founded in 2011, Elevate Ventures is a venture capital firm investment firm based in Indianapolis, Indiana. The firm invests in high-potential cross-sector innovative companies with a minimum $500M TAM at the pre-seed, seed, and early stages.

About Plan Forward

Founded in 2018, Plan Forward is offering a comprehensive solution, including an innovative new platform for enabling the custom creation, management, and analysis of dental membership plans, compliant membership agreements, and marketing support to drive membership growth for practices and groups. Plan Forward's platform integrates with over 20 dental practice management systems and is designed to help dental practices transition to a Direct Primary Care model, improving care for their uninsured patients. Plan Forward is working with dental organizations, private groups, and independent practices across 40 states.

The company recently launched its integrated platform, Plan Forward Advanced, which has seen strong demand from practices looking to grow its cash patient base.

Funding Details

Company: Plan Forward, LLC

Raised: $2.0M

Round: Seed B Round

Funding Month: October 2023

Lead Investors: Elevate Ventures

Additional Investors: IU Ventures and Revere Partners

Company Website:

Software Category: Dental Software


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