Plan Forward – a leading dental software company enabling dental practices to offer an alternative payment method to their uninsured patients – recently announced it has raised $2 million in Seed B financing led by Elevate Ventures, with IU Ventures and Revere Partners participation.
Plan Forward launched its new integrated platform, Plan Forward Advanced, and has seen surprising demand for innovative offerings for practices looking to grow their cash patients. And built-in automation ensures that the practices’ workload does not increase and that the platform supports the existing workflows in the practice. The company also works with large dental organizations, private groups and independent practices across 40 states.
The company is also a leader in 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. The company launched in 2018 and has assembled an experienced, seasoned team of technologists and domain experts.
KEY QUOTES:
“Plan Forward’s innovative software has seen strong demand from independent practices, groups and Dental Service Organizations (DSOs) who see our solution as the best way to transition to a Direct Primary Care model, with improved care for their patients. The level of interest in the platform has exceeded our expectations.”
— Jane Levy, Co-Founder and Co-CEO of Plan Forward
“With integration to over 20 dental practice management systems, our platform is the most effective for creating seamless workflows for growing groups and DSOs. The new financing will accelerate our next chapter of growth to support our customers, grow the team, and continue to invest in our technology.”
— Megan Lohman, Founder and Co-CEO of Plan Forward
“Plan Forward is on the cusp of a significant growth trajectory, and the market traction the team has achieved in such a short time attests to the value of their software. Their solution has evolved to include a fully integrated enterprise product which sets it apart as a robust platform that dental practices can use to scale their business. We are excited to partner with Jane, Megan and their team on the next phase of Plan Forward’s growth journey.”
— Christopher Day, CEO of Elevate Ventures
