Free Banking and Finance Templates

Banking and finance: 25 free templates to browse without an account, then edit with an AI agent and e-sign in GitLaw.

These documents cover debt management, startup financing, and international tax compliance. They include specialized instruments like the Post-money SAFE for Cayman Islands exempted companies and individual tax self-certification forms for CRS and FATCA. While these templates manage credit accounts and loan repayments, commercial lease agreements and property deeds are located in the Property category.

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usa jurisdiction
FeaturedUS
SAFE: MFN, No Valuation Cap, No Discount (US) by Y Combinator
This Y Combinator SAFE grants an investor the right to future equity in a company without a valuation cap or discount, featuring a Most Favored Nations (MFN) clause. It is used for early-stage startup funding where the investor's SAFE will convert to preferred stock during a subsequent equity financing round.
Updated 13 Aug 2026
FeaturedUS
SAFE Agreement - $250k Angel Investment
The Y Combinator SAFE: Valuation Cap, No Discount (US) is designed to let startups raise early capital by granting investors the right to future equity at a capped valuation, without offering any additional discount at conversion. Unlike other SAFEs, this version excludes the percentage discount mechanism (which normally gives investors shares at a reduced price), relying only on the valuation cap to protect investors. It is part of Y Combinator’s widely adopted library of open, lawyer-vetted standard financing documents.
Updated 25 Dec 2025
FeaturedEngland & Wales
Entity Form - Tax Information by BVCA
This tax information form enables entities to report their residency status to financial institutions for compliance with CRS and FATCA regulations. It collects data regarding global tax jurisdictions, Taxpayer Identification Numbers (TINs), and specific entity classifications such as FFI or NFE.
Updated 13 Aug 2026
FeaturedEngland & Wales
Key FATCA and CRS Definitions by BVCA
Define key terms for tax compliance under FATCA and the Common Reporting Standard (CRS). This reference guidance provides technical definitions for Financial Institutions, NFFEs, and Controlling Persons to assist in classifying entities for international tax reporting.
Updated 13 Aug 2026
FeaturedNew York (US)
Model PIPE Securities Purchase Agreement (FPI) (NVCA)
This template is a securities purchase agreement for private investments in public equity (PIPE) involving foreign private issuers. It facilitates the sale of ordinary shares, American Depositary Shares (ADSs), or warrants to institutional investors under SEC registration exemptions. The document includes detailed representations regarding regulatory compliance, financial reporting, and the legal status of securities in non-U.S. jurisdictions.
Updated 13 Aug 2026
General (US)
Loan Agreement by EasyLegalDocs
This loan agreement establishes the terms for a lender to provide a principal sum to a borrower at a defined interest rate. It specifies the repayment schedule, late payment penalties, and the process for handling defaults or acceleration of the debt.
Updated 13 Aug 2026
California (US)
Payment Plan Agreement by EasyLegalDocs
This agreement establishes a repayment schedule for a debtor to settle an outstanding deficiency with a creditor through an initial lump sum and monthly installments. It features an acceleration clause that makes the full debt due immediately if the debtor misses a payment or fails to use the agreed payment method.
Updated 13 Aug 2026
US
Loan Agreement by EasyLegalDocs
This Loan Agreement template outlines the terms and conditions for a loan between a Lender and a Borrower. It details the loan amount, interest rate, repayment schedule, and payment methods. The document also includes provisions for late payments, default, collateral, prepayment, representations, acceleration events, governing law, and dispute resolution.
Updated 17 Oct 2025
US
Promissory Note (US)
This promissory note is a business-to-business agreement for the repayment of a loan with options for secured or unsecured terms. It includes provisions for interest rates, repayment schedules (single payment, installments, or balloon), and default remedies like acceleration.
Updated 13 Aug 2026
US
LPA Insert Language Regarding CFIUS (Updated July 2020) (NVCA)
These model clauses for a Limited Partnership Agreement (LPA) manage risks related to the Committee on Foreign Investment in the United States (CFIUS). They allow a General Partner to restrict the rights of foreign investors to ensure the fund does not qualify as a foreign person under the Defense Production Act.
Updated 13 Aug 2026

GitLaw provides templates and tools, not legal advice. Templates are a starting point, not a substitute for advice on your situation - for anything significant, speak to a qualified lawyer.