When was Plan Forward founded?

Plan Forward was founded in 2018 and raised its 1st funding round 1 year after it was founded.

Where is Plan Forward located?

Plan Forward is headquartered in Indianapolis, United States.

Who is the current CEO of Plan Forward?

Megan Lohman of Plan Forward. They have also founded 1 company.

How many employees does Plan Forward have?

As of Jul 31, 2026, the latest employee count at Plan Forward is 12.

Is Plan Forward a funded company?

Plan Forward is a funded company, having raised a total of $2.86M across 4 funding rounds to date. The company's 1st funding round was a $***** Conventional Debt round, raised on Nov 06, 2019.

When was the latest funding round of Plan Forward?

Plan Forward's latest funding was a $***** Seed round on Dec 19, 2024, with participation from 0 investor.

Where does Plan Forward rank among its competitors?

Plan Forward ranks 1st amongst 60 active competitors, of which 3 are funded. It stands 1st in terms of total funding among its competitors. The most recent competitor to raise funding was Plan Forward, which secured $864K in Dec, 2024.

Who are the top competitors of Plan Forward?

Plan Forward's top competitors include Sonia, Simple Work and Dental Stack. Among them, Plan Forward secured the most recent funding round in December, 2024.

Plan Forward - 2026 Company Profile, Team, Funding & Competitors

Company Details

Cloud-based patient finance and revenue management tool for providers. The software has features like creating annual revenue paid directly to dentists, assisting in transparency between patients and dentists, reducing administrative costs, and improving patient loyalty.

Website: www.planforward.io/
Social
Phone Number: +1 **********

Key Metrics

Founded Year

2018

Location

Indianapolis, United States

Stage

Seed

Total Funding

$2.86M in 4 rounds

Latest Funding Round

Seed, Dec 19, 2024, $*****

Investors

Elevate Ventures & 3 more

Ranked

1^st among 60 active competitors

Employee Count

12 as on Jul 31, 2026

Similar Companies

Sonia & 63 more

View Plan Forward's full profile

Plan Forward has raised a total funding of $2.86M over 4 rounds. Its first funding round was on Nov 06, 2019. Plan Forward has 4 institutional investors.

Here is the list of recent funding rounds of Plan Forward:

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Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Dec 19, 2024	7614190	Seed	3635208	8051503	6066049	3553332
Oct 10, 2023	6511952	Seed	6451508	8266140	3853640	IU Ventures & 1 more
Nov 16, 2022	5523308	Seed	1960955	3218589	6097313	Revere Partners

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View details of Plan Forward's funding rounds and investors

The founders of Plan Forward are Megan Lohman and Jason Flannagan. Megan Lohman is the CEO of Plan Forward.

Here are the details of Plan Forward's key team members:

Megan Lohman: Co-Founder & CEO of Plan Forward.
Jason Flannagan: Co-Founder of Plan Forward.

View details of Plan Forward's Founder profiles and Board Members

Plan Forward's employee count trend

Plan Forward has 12 employees as of Jul 26. Here is Plan Forward's employee count trend over the years:

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Top competitors of Plan Forward include Sonia, Simple Work and Dental Stack. Here is the list of Top 10 competitors of Plan Forward, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Plan Forward 2018, Indianapolis (United States), Seed	Cloud-based patient finance and revenue management tool for providers	$2.86M	IU Ventures, Elevate Ventures & 2 others	37/100
2nd	Sonia 2023, Hamburg (Germany), Funding Raised	Provider of practice management system for dentists	-	IFB Innovationsstarter	30/100
3rd	Simple Work 1988, Verona (Italy), Unfunded	Provider of practice management software for dental clinics and labs	-	-	28/100
4th	Dental Stack 2022, Mumbai (India), Unfunded	Provider of aligner management software connecting orthodontists, labs, and patients	-	-	28/100
5th	Denquity 2021, Bengaluru (India), Unfunded	Decentralized platform offering services for dental ecosystem	-	-	27/100
6th	Kopfwerk 1987, Vienna (Austria), Unfunded	Provider of practice management software for dental clinics	-	-	27/100
7th	DocuDental Unfunded	Provider of AI-powered document management software for dental practices	-	-	24/100
8th	DentiDock 2026, Morocco, Unfunded	Developer of practice management software for dental clinics and laboratories	-	-	24/100
9th	eClinic360 2022, Groa (Norway), Unfunded	Provider of practice management software for dental clinics	-	-	24/100
10th	Sensei 2015, Atlanta (United States), Unfunded	Cloud-based practice management software for dental clinics	-	-	23/100