Diligence memo · auto-generated · as of July 2, 2026
Plan Forward, LLC
Plan Forward, LLC looks over-valued against its niche peers and is quiet on financing cadence.
Businessfiled
Plan Forward, LLC operates in Business Services, based in WESTFIELD.
No verified homepage on file yet — operating evidence is limited to the public record.
Capital & rounds (filed)filed
Plan Forward, LLC has raised $2.2M in disclosed capital across 3 recorded rounds, aggregated from public filings. Its latest round is modeled as Pre-Seed (a round under $1.0M).
Largest single filing: $1.0M on 2022-01-25.
Most recent recorded round closed around 2024-12-19.
Valuation (modeled)modeled
Provath models Plan Forward, LLC at approximately $3.1M (range $587K–$9.1M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Read: Over-valued. Modeled value is 1.50× the median modeled value of Pre-Seed Business Services companies in 2022–2024 (151 peers) — value vs value, same stage and era.
Financing rhythm & timingmixed
Historic cadence: a new round about every 31 months.
Last raise 18 mo ago; this sector typically re-raises about every 12 months.
Slightly overdue versus sector cadence.
The last round was 1.2× smaller than the prior — a bridge or down round.
Comparablesmixed
Capital scale ranks ahead of 66% of Business Services peers (2439 compared).
Modeled value ranks above 32% of those peers.
Closest niche peers: AltaClaro, Inc., LC Group, LLC, SEI - Chicago LLC, Ellie Lane Capital Llc, Blast Digital Media Corp.
Peoplefiled
2 named people on file across officers, directors and signatories.
Risks & flagsmixed
Modeled above niche peers — valuation risk on entry.
No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.