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Plan Forward logo — Increase production, improve case acceptance and generate re...

Plan Forward

Increase production, improve case acceptance and generate reliable, recurring revenue with a dental membership plan.

Founded 2018 United States Indianapolis, United States 12 employees Seed Total: $2.33M Health Care, Marketing

General Information

Company Name Plan Forward
Founded Year 2018
Location United States Indianapolis, United States
Founders / Decision Makers
Team member
Employees 12
Industries Health Care, Marketing
Funding Stage Seed
Business Model B2B, SaaS, B2B2C
Revenue Model Subscription, Tiered Pricing, Service Fee
Social

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About Plan Forward

Plan Forward is a healthcare startup founded in 2018 and headquartered in the United States. The company offers a unique solution for dental practices, powering in-house dental membership plans that aim to increase production, enhance hygiene case acceptance, and generate predictable cash flow.

With the slogan, "Increase production, improve case acceptance and generate reliable, recurring revenue with a dental membership plan," Plan Forward focuses on building long-term, direct patient relationships by making dental care more accessible and affordable, particularly for uninsured and cash-paying patients. This strategy not only fosters patient loyalty but also boosts the practice's revenue and cash flow.

The company recently secured a $2.00M Seed Round on 10 October 2023, supported by investors IU Ventures, Elevate Ventures, and Revere Partners. This investment signals strong market confidence in Plan Forward's business model and its potential to transform dental financing solutions.

Business keywords: Dental Membership Plans, Patient Experience, Subscription Dentistry, Membership Plans, Dental Membership Software, Dental Practice Growth, Thought Leadership, Dental Professional, Loyalty Programs, Healthcare Subscription, Healthcare Membership, Startup, Indianapolis, Healthcare Innovation

Services & Products

Dental Membership Plan Software
Third Party PMS Integration
Dental Software Automations
Growth Strategies
Pricing Analysis
PMS Set Up & Workflow Guidance
Ongoing Training
Strategic Growth Collaboration

Target Customers

Dental Support Organizations (DSOs) and Groups Private Dental Practices Dental Practice Operations Experts

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Seed $2.00M 3
IU Ventures, Elevate Ventures +1
01 Oct 2023
Seed $330.00K -
01 Nov 2019
Round Undisclosed -
01 Mar 2019

Plan Forward Alternatives & Competitors

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Plan Forward vs
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Plan Forward vs

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FAQ About Plan Forward

Increase production, improve case acceptance and generate reliable, recurring revenue with a dental membership plan.
Plan Forward was founded in 2018.
Plan Forward is headquartered in Indianapolis, United States.
Plan Forward operates in Health Care and Marketing. Its work centres on Dental Membership Plans, Patient Experience, Subscription Dentistry and Membership Plans. Its customers include Dental Support Organizations (DSOs) and Groups, Private Dental Practices and Dental Practice Operations Experts.
Plan Forward has a B2B, SaaS and B2B2C business model. Its revenue comes from Subscription, Tiered Pricing and Service Fee.
Plan Forward has approximately 12 employees.
Plan Forward has completed 3 funding rounds, raising a total of $2.33M. The latest funding stage is Seed.
Plan Forward offers: Dental Membership Plan Software, Third Party PMS Integration, Dental Software Automations, Growth Strategies, Pricing Analysis, PMS Set Up & Workflow Guidance, Ongoing Training, Strategic Growth Collaboration, Annual Reviews.
Top alternatives and competitors to Plan Forward include Healthatom - Dentalink - Medilink - Gerty, Lightwave Dental, Team Dental, Vizium360®. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Plan Forward and Healthatom - Dentalink - Medilink - Gerty are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Plan Forward, https://bouncewatch.com/company/plan-forward, updated 21 July 2026. When citing, please name BounceWatch and link this page.

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