Plan Forward

United States - Indianapolis, IN

• 11/10/2023
• Seed
• $2,000,000

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.

Direct, long-term relationships with your patients, that are centered on their care, create a loyal patient base.

Membership plans help your uninsured and cash-paying patients have easier access to oral care. Give them a transparent and affordable path to care, resulting in more overall production and higher case acceptance driving an increase in revenue and cash flow in your business.

Let's get started today. Let's Plan Forward!

Related People

Jane LevyCo Founder

United States - New York, New York

My passions are analyzing companies, developing strategy and learning about new technologies. Some of our angel investments include Zuub, LedgerX (exit), Glamsquad (exit), Force Therapeutics (partial exit), Halo, ArtLifting and Cellwize (exit). In our family office, we invest across all asset classes including real estate, private and public companies. We have a long-term investment horizon, and we balance our assets across liquid and illiquid asset classes. I am the President of the Wits Fund board, to raise money and awareness of my alma mater in Johannesburg, South Africa, and believe in the power of education and also the power of educational institutions as the source of new ideas and innovation. I am married to James and after 20+ years, I am now a New Yorker. We have two sons and a dog.

LinkedIn https://www.linkedin.com/in/jane-levy/