Free Finance & Investment Templates

Finance & Investment: 213 free templates to browse without an account, then edit with an AI agent and e-sign in GitLaw.

This category provides documentation for capital raises and corporate lending across jurisdictions like Singapore, Canada, and the Cayman Islands. It includes instruments such as the Simple Agreement for Future Equity with post-money valuation cap and pro rata side letters for Y Combinator Safes. This section does not cover general commercial sales or employment contracts, which are found in their respective dedicated categories.

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FeaturedSingapore
SAFE: Valuation Cap, No Discount (Singapore) by Y Combinator
This Y Combinator SAFE template provides a future equity right for investors in Singapore-based private limited companies using a post-money valuation cap without a discount. It enables early-stage funding through automatic conversion into preference shares during future equity financing or liquidity events.
Updated 13 Aug 2026
FeaturedCanada
Pro Rata Side Letter (Canada) by Y Combinator
This side letter grants an investor the right to maintain their ownership percentage in a future equity financing rounds. It is specifically designed to accompany a Y Combinator Safe with a Post-Money Valuation Cap in Canada.
Updated 13 Aug 2026
FeaturedUS
SAFE: Discount, no Valuation Cap (US) by Y Combinator
This Simple Agreement for Future Equity (SAFE) provides an investor with the right to future shares in a company based on a specified Discount Rate, without a valuation cap. It is designed for early-stage startup funding in the United States.
Updated 13 Aug 2026
Featured
Pro Rata Side Letter (US) by Y Combinator
This agreement grants an investor the right to maintain their percentage ownership in a company by purchasing a pro rata share of stock during future equity financing rounds. It is used alongside a Y Combinator Simple Agreement for Future Equity (SAFE) with a post-money valuation cap. The right terminates automatically upon the closing of an equity financing, a liquidity event, or a company dissolution.
Updated 13 Aug 2026
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
Featured
SAFE: Valuation Cap, No Discount (US) by Y Combinator
This Simple Agreement for Future Equity (SAFE) provides an investor with the right to future shares in a company based on a fixed post-money valuation cap without a discount rate. It converts the purchase amount into equity during a future financing round or entitles the investor to proceeds during a liquidity event.
Updated 13 Aug 2026
FeaturedCayman Islands
Pro Rata Side Letter (Caymans) by Y Combinator
This agreement grants an investor the right to maintain their ownership percentage by purchasing a proportional share of new stock during a future equity financing round. It is specifically designed to accompany a Y Combinator Post-Money Valuation Cap Safe and remains active until the equity financing closes or a liquidity event occurs.
Updated 13 Aug 2026
FeaturedCanada
Safe: Valuation Cap, No Discount (Canada) by Y Combinator
This SAFE is a post-money valuation cap investment instrument adapted for Canadian companies. It allows an Investor to provide a Purchase Amount in exchange for future equity rights without a discount rate.
Updated 13 Aug 2026
FeaturedCayman Islands
SAFE: Valuation Cap, No Discount (Caymans) by Y Combinator
This SAFE provides an investor with the right to future equity in a Cayman Islands company upon a financing event or sale. It includes a post-money valuation cap and establishes liquidation priority on par with other SAFEs and preference shares.
Updated 13 Aug 2026

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