Free Finance & Investment Templates

Finance & Investment: 212 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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Everything else in this category, uploaded by the GitLaw community. Read any of it free - check it fits your situation before you rely on it.

Business Sale Agreement - Free Legal Template
This Business Sale Agreement outlines the terms and conditions for the sale and purchase of a business, including the purchase price, payment methods, and asset transfer details. It includes warranties from both the seller and buyer, conditions precedent for the sale's completion, and provisions regarding employees. The agreement ensures a clear framework for the transfer of business ownership.
Updated 17 Oct 2025
California (US)
Payment Plan Agreement - Free Legal Template
This Payment Plan Agreement outlines the terms for a Debtor to repay an outstanding debt to a Creditor. It specifies the initial payment, monthly installment amounts, and the schedule for full repayment. The agreement also details the consequences of a breach, including acceleration of the entire debt.
Updated 17 Oct 2025
Business Sale Agreement by EasyLegalDocs
This Business Sale Agreement outlines the terms for the sale and transfer of a business from a seller to a buyer. It details the purchased and excluded assets, the total purchase price, payment terms, and closing procedures. The agreement also includes standard clauses for representations, warranties, non-compete, confidentiality, indemnification, and general legal provisions.
Updated 17 Oct 2025
Portugal
Term Sheet (Portugal) by Seedsummit
This document is a template investment term sheet designed for a company incorporated in Portugal seeking investment from potential investors. It outlines the key commercial terms for a proposed subscription of preferred shares, intended to form the basis for a future, legally binding subscription and shareholders' agreement. The term sheet itself is largely non-binding, with exceptions for expenses, exclusivity, and confidentiality clauses.
Updated 17 Oct 2025
Vehicle Lease Agreement by EasyLegalDocs
This Vehicle Lease Agreement template outlines the terms and conditions for leasing a vehicle between a lessor and a lessee. It covers essential details such as vehicle specifications, payment schedules, security deposits, insurance requirements, and procedures for early termination or the end of the lease term. The document also includes important notices for the lessee regarding their responsibilities and understanding of the agreement.
Updated 17 Oct 2025
Loan Agreement - free legal template
This Loan Agreement outlines the terms and conditions under which a Lender provides a principal sum to a Borrower. It details payment schedules, interest rates, prepayment rights, and acceleration clauses in case of default. The agreement also covers provisions for indemnification, restructuring, waivers, assignment, and severability, ensuring a clear understanding of the financial arrangement between the parties.
Updated 17 Oct 2025
Letter Before Action - Free Legal Template
This template is a formal Letter Before Action, also known as a Demand Letter, sent to an individual or entity for an outstanding debt. It outlines the debt amount, invoice number, and original due date, warning of impending legal action if payment is not received within a specified period. The letter serves as a final opportunity for the recipient to resolve the matter amicably before legal proceedings are initiated.
Updated 17 Oct 2025
California (US)
Payment Plan Agreement - Free Legal Template
This Payment Plan Agreement outlines the terms for a Debtor to repay an outstanding debt to a Creditor. It specifies the initial payment, subsequent installment amounts, and the schedule for repayment. The agreement also details the consequences of a breach, including the acceleration of the full outstanding debt.
Updated 17 Oct 2025
Loan Agreement - free legal template
This document is a standard Loan Agreement template that outlines the terms and conditions for a financial loan between a Lender and a Borrower. It covers key aspects such as the principal loan amount, interest rate, payment schedule, and provisions for prepayment and acceleration. The agreement also details the rights and obligations of both parties, ensuring a clear understanding of the lending arrangement.
Updated 17 Oct 2025
Credit Account Application Form - Free Legal Template
This document is an application form designed for individuals to apply for a credit account. It collects comprehensive personal, employment, and credit history information from the applicant, along with their credit account preferences. The form also includes sections for certification, authorization, and instructions for submission, as well as an internal section for the financial institution's use in processing and making a decision.
Updated 17 Oct 2025

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Frequently asked questions

A template isn't binding on its own - like any contract, it becomes binding once it's properly completed and signed. Templates in our curated library are professionally drafted for US or UK law; review any template before you sign it.

Yes. Chat with GitLaw to edit any section, or make changes directly in the editor.

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Templates in our curated library are professionally drafted for US or UK law. The wider library comes from the GitLaw community and public sources - a solid starting point, but check any template fits your situation before you rely on it.

Mostly US and UK law. Some templates use general commercial terms that work across jurisdictions, and many note which law they're written for.

It depends on the situation. Templates work well for routine business agreements. For anything involving significant money, complex IP, employment, or areas you're unsure about, it's worth getting professional advice before you sign. GitLaw provides templates and tools, not legal advice.

Open any template in GitLaw and describe the change you want in the chat — 'make clause 4 mutual' or 'add a 30-day notice period', for example. GitLaw drafts the revised language and shows it as a suggested edit. You accept, reject, or keep editing from there.

Yes. Upload a Word, PDF, or Markdown file and GitLaw will open it in the editor. You can review, edit, or chat with GitLaw about it the same way you would with any template from the library.

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