About Plan Forward
Plan Forward is a private company based in Westfield, Indiana. It has reported $1,193,870 raised in three offerings on Form D since November 2019.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Dec 19, 2024 | Jan 8, 2025 | $863,870of $1.0M target | 16 | $53,992 | EquityRule 506(b) | Form D ↗ |
| Not yet | Jan 25, 2022 | $0of $1.0M target | 0 | — | Debt, convertible promissory notesRule 506(b) | Form D ↗ |
| Oct 25, 2019 | Nov 6, 2019 | $330,000of $1.0M target | 8 | $41,250 | DebtRule 506(b) | Form D ↗ |
| Total, three offerings | $1,193,870 | |||||
First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.
Leadership Team
Executive officers and directors listed on Plan Forward's Form D filed Jan 8, 2025.
JL
Jane Levy
Executive officer and director
ML
Megan Lohman
President and director