Tech Company Financing Transactions

Plan Forward Funding Round

Elevate Ventures, IU Ventures and Revere Partners participated in a $2 million Series B funding round for Plan Forward. The financing round was announced on 10/10/2023.

Transaction Overview

Company Name
Announced On
10/10/2023
Transaction Type
Venture Equity
Amount
$2,000,000
Round
Series B
Proceeds Purpose
The company intends to use the funds to grow the team, and continue to invest in technology.

Company Information

Company Status
Private & Independent
Industry
AgTech
Mailing Address
16401 Oak Manor Drive
Westfield, IN 46074
USA
Email Address
Overview
Plan Forward powers in house dental membership plans that create more predictable cash flow by increasing production, improving hygiene case acceptance, and generating recurring revenue.Born and battle-tested in an Indianapolis dental office, Plan Forward partners with practices to create a profitable plan that your patients will find valuable and are grateful for.
Profile
Plan Forward LinkedIn Company Profile
Social Media
Plan Forward Company Twitter Account
Company News
Plan Forward News
Facebook
Plan Forward on Facebook
YouTube
Plan Forward on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
Megan Lohman
  Megan Lohman LinkedIn Profile  Megan Lohman Twitter Account  Megan Lohman News  Megan Lohman on Facebook
Co-Founder
Jane Levy
  Jane Levy LinkedIn Profile  Jane Levy Twitter Account  Jane Levy News  Jane Levy on Facebook


 

 

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We do our best to report on every notable VC transaction. VC investment data records reported here are sourced from news reports and company announcements. The information comes to us via our partnership with VentureDeal.com, an affiliated venture.

 


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