United States · Seed startup

Who invested in Plan Forward

One round we have observed, with the 2 investors named in it. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Healthcare

Funding summaryUpdated 26 Oct 2026

$864Kraised across 1 round since 2025, from 1 source

Latest round
Seed, $864KJan 2025
Investors
2
See who backed them

The rounds

  1. Jan 2025
    Seed$864K

    Source recordedSEC filing: $864K sold, first sale Dec 2024

Founders and team

From Plan Forward's own website: 2 founders, 1 on the team.

Megan LohmanFounder, President & COO
Jane LevyCo-Founder & CEO
  • Brittany KearneyVP Client Success

Everyone who backed them

Elevate VenturesVC firm1round
GbetaAccelerator1round

Missing a round, or an investor who was in one? Tell us.

Also claim to have backed them

These 3 firms list Plan Forward as a portfolio company on their own websites, but no report of a round names them. They are the firms' own claims, kept apart from the rounds above.

Elevate VenturesAngel networkPer its own site
IU VenturesAngel networkPer its own site
Start Something VenturesPrivate equityPer its own site

Quick answers about Plan Forward

Who invested in Plan Forward?

Plan Forward's investors include Elevate Ventures and Gbeta.

How much has Plan Forward raised?

Plan Forward has raised $864K across 1 round since 2025.

When did Plan Forward last raise?

Plan Forward's most recent round was a Seed of $864K in Jan 2025.

What was Plan Forward's biggest round?

Its most recent round, $864K in Jan 2025, is also its largest on record.

Who backed Plan Forward first?

Plan Forward's first round on record, in Jan 2025, was backed by Elevate Ventures and Gbeta.

What stage is Plan Forward at?

Plan Forward's latest named round is a Seed, in Jan 2025.

Where is Plan Forward based?

Plan Forward is based in the United States.

Companies like Plan Forward

In the same sector, and raised in the last eighteen months.

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