Plan Forward
2024 Revenue
$1.1M
Funding
$0
YOY
55.2%
Team
8
Founded
2018
How Plan Forward CEO Megan Lohman grew to $1.1M revenue with a 8 person team in 2024.
Developer of dental membership platform designed to provide membership plans. The company partners with practice and listen to needs and apply knowledge and experience to craft and launch a successful membership plan, enabling clients to easily grow and manage a successful membership plan.
Last updated
Plan Forward Revenue
In 2024, Plan Forward's revenue reached $1.1M. The company previously reported $1.1M in 2024. Since its launch in 2018, Plan Forward has shown consistent revenue growth.
| Year | Milestone | Quote |
|---|---|---|
| 2024 | Plan Forward Hit $1.1m revenue in November 2024 | |
| 2024 | Plan Forward Hit $1.1m revenue in October 2024 | |
| 2023 | Plan Forward Hit $708.8k revenue in October 2023 | |
| 2021 | Plan Forward Hit $518.2k revenue in April 2021 | |
| 2018 | Launched with $0 revenue |
Plan Forward Valuation, Funding Rounds
Plan Forward is a bootstrapped Dental Software startup. Founded in 2018, Plan Forward has grown to $1.1M in revenue without raising any venture capital or outside funding.
As a self-funded Dental Software SaaS company, Plan Forward has built its business with no outside investment.
| Year | Round | Amount | Valuation | % Sold | Quote |
|---|
Founder / CEO
Megan Lohman
Megan Lohman is listed as Founder / CEO at Plan Forward.
Q&A
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
Customers
We do not have customer count information for Plan Forward yet.
Plan Forward Employees & Team Size
Plan Forward employs approximately 8 people as of 2026.
| Year | Milestone |
|---|---|
| 2024 | Reached 8 employees (October 2024) |
| 2023 | Reached 8 employees (October 2023) |
| 2022 | Reached 7 employees (October 2022) |
| 2021 | Reached 7 employees (December 2021) |
| 2021 | Reached 6 employees (April 2021) |
Frequently Asked Questions about Plan Forward
What is Plan Forward's revenue?
Plan Forward generates $1.1M in revenue.
Who founded Plan Forward?
Plan Forward was founded by Megan Lohman.
Who is the CEO of Plan Forward?
The CEO of Plan Forward is Megan Lohman.
How much funding does Plan Forward have?
Plan Forward raised $0.
How many employees does Plan Forward have?
Plan Forward has 8 employees.
Where is Plan Forward headquarters?
Plan Forward is headquartered in Indianapolis, Indiana, United States.
Compare Plan Forward to the industry
Plan Forward operates across multiple industries. Browse revenue, funding, and growth data for Plan Forward in each sector below.
Data and Sources
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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