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.

Navigate Payment Delays with Confidence: Download Our Free Past Due Invoice Notice Letter Template
This document is a formal notice sent to a recipient regarding an outstanding balance on their account. It details the total overdue amount and lists the specific invoice(s) that are past their due dates. The notice requests an update on the payment status and offers assistance for any concerns or issues.
Updated 17 Oct 2025
Portugal
Founder Collaboration Agreement (Portugal) by Seedsummit
This Founder Collaboration Agreement outlines the terms for individuals working together to develop a business concept or technology, prior to forming a startup company. It details the assignment of intellectual property to the future startup, the initial distribution of share ownership among the collaborators, and the implementation of vesting schedules for their equity.
Updated 17 Oct 2025
General
User-Friendly Credit Account Application Form: Get Approved Faster
This document is an application form for individuals seeking to open a credit account. It collects essential personal, employment, and credit history details from the applicant. The form also includes sections for credit account preferences, a certification and authorization statement, and instructions for submitting the application.
Updated 17 Oct 2025
Navigate Payment Delays with Confidence: Download Our Free Past Due Invoice Notice Letter Template
This document is a template for a past due invoice notice. It is designed to inform a recipient that their account has an outstanding balance and provides details about the overdue amount and specific invoices. The letter requests an update on the payment status and offers assistance if there are any issues.
Updated 17 Oct 2025
England & Wales
Founders Memorandum of Understanding
This document is a non-legally binding Memorandum of Understanding (MoU) for the incorporation and formation of a new spin-out company from Imperial College London. It outlines the intentions of the parties regarding company structuring, intellectual property licensing, equity allocation, and management roles. The MoU also provides guidance on legal, tax, and corporate governance considerations for founders and the university.
Updated 17 Oct 2025
US
SAFE: MFN, no Valuation Cap, no Discount (US) by Y Combinator
This Simple Agreement for Future Equity (SAFE) is an investment instrument used by startups to raise capital. It grants an investor the right to receive shares of the company's capital stock in the future, typically upon an equity financing round or a liquidity event. The SAFE outlines terms for conversion, liquidation priority, and representations by both the company and the investor.
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 loan between a Lender and a Borrower. It details the principal loan amount, interest rate, payment schedule, and provisions for prepayment and acceleration. The agreement also includes clauses regarding default, indemnification, assignment, and general contractual terms to govern the relationship.
Updated 17 Oct 2025
US
Management Rights Letter (Updated July 2020) (NVCA)
Updated 17 Oct 2025
Loan Agreement - Free Legal Template
This Loan Agreement template outlines the terms and conditions for a loan between a Lender and a Borrower. It covers key aspects such as the principal loan amount, interest rate, payment schedule, prepayment options, and acceleration clauses in case of default. The agreement also includes standard legal provisions like indemnification, waivers, assignment, and severability.
Updated 17 Oct 2025
Delaware (US)
Voting Agreement (Updated October 2024) (NVCA)
This agreement outlines how shareholders of a company will vote on key corporate matters, including the election and removal of board members, and potentially the sale of the company. It includes provisions for a drag-along right, ensuring all shareholders participate in an approved sale, and addresses compliance with "bad actor" and sanctions regulations. Its primary goal is to standardize shareholder voting behavior in venture-backed companies.
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.

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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.

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