Built a great product?
Getting traction with customers?
Time to raise some outside capital?
If this is you, please join us as we invite Jane Levy, currently co-CEO of Plan Forward, to discuss the process of raising money from angels, family offices and VC’s. We’ll answer questions on how to run an efficient process that doesn’t interfere with your company’s operations, what to include in your deck to make a compelling pitch and how to determine the right amount to raise.
Presenter:
Jane Levy started her career on Wall Street investing in public and private technology companies. In 2017, Jane joined the Global Innovation Center at Henry Schein to evaluate companies for partnership. After Schein, Jane joined Jarvis Analytics to help scale the business. In June 2021, Jarvis was acquired by Henry Schein, and in October 2021, Jane joined Plan Forward. Jane is currently co-founder and co-CEO of Plan Forward, a dental membership solution for practices to offer direct care to their uninsured patients. At Plan Forward, Jane is focused on scaling the business by raising capital, defining the company’s strategic direction, and identifying partners to differentiate Plan Forward in the market. Jane received her B.Com degree from University of the Witwatersrand, in Johannesburg, South Africa, and her MBA from MIT’s Sloan School of Business.
Moderator:
Travis Rodgers has spent the last 20 years building relationships, expanding referrals, setting up partner and affiliate programs for his companies and many other dental vendors. He is the founder of DrDDS Innovations where he launched 27 products and raised millions in funding. He has worked with over 150 companies in the dental industry.