Jane Levy

Inspirer
DISC Type : di

Co-Founder and CEO at Plan Forward

New York, New York, United States

Overview

Jane Levy is the Co-Founder and CEO of Plan Forward, a dental technology company. With a background that spans Wall Street, hedge funds, and venture capital, she specializes in investing, strategy, and scaling startups. She holds an MBA from the MIT Sloan School of Management and is described by investors as proactive and helpful.

Originally from Johannesburg, South Africa, Jane now resides in New York City with her husband, two sons, and their dog. She is passionate about education and actively supports her alma mater as the President of the Wits Fund board, which raises money and awareness for the University of the Witwatersrand.

She transitioned from founding and managing a hedge fund to focusing on investing in and operating dental and health tech startups.

Personality Overview

Confident & Optimistic

Generous

Charming & Persuasive

They usually prefer to drive the conversation.  They measure a product on its merit but can be influenced by strong testimonials. They don’t mind taking a stand if they believe in something.

Topics They Care About

Dental Membership Plans
Her company, Plan Forward, focuses on helping dental practices create, manage, and grow in-house membership plans for patients without traditional insurance.
Health Tech Investing
As a venture partner and angel investor, she has a long history of investing in and advising early-stage health, dental, and financial technology companies.
AI in Dentistry
She actively discusses and explores the application of artificial intelligence in the dental industry, including hosting talks with leaders from companies like OpenAI.

Media Appearances

Jane has no verified media appearances

Work History

12-2024
Co-Founder and CEO at Plan Forward
10-2021 - 12-2024
Co-Founder and Co-CEO at Plan Forward
7-2021
Strategic Advisor at Zuub
10-2020 - 5-2022
Strategic Advisor (exit to Vyne) at onederful
7-2020 - 6-2023
Member Board Of Directors at CareCru

Education

1995 - 1997
Master of Business Administration (M.B.A.) from MIT Sloan School of Management
1989 - 1992
BCom Honours (Econ) from University of the Witwatersrand

More Information

Social Presence :

Prographics :

Exp : 31 Location : New York, New York, United States Job Level : Leadership Designation : Co-Founder and CEO at Plan Forward
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Insights For Selling To Jane

During A Call Or A Meeting

DO's

  • Look like someone who is on top of their game
  • Acknowledge their status and position during the conversation
  • Clearly address the competitive aspects

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be very informal even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jane is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Jane

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Jane move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Jane take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Jane

Personality Compatibility


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