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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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.

Credit Account Application Form - Free Legal Template
This document is an application form designed to open a credit account. It collects essential personal, employment, and credit history information from the applicant, along with preferences for the credit account. The form also includes a certification and authorization section for the applicant, and a dedicated section for the financial institution's internal use to process and track the application.
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 total amount owed, an initial payment, and a schedule for subsequent monthly installments without interest. The agreement also details conditions for breach and acceleration of the debt.
Updated 17 Oct 2025
Holding letter - ask creditors to hold off by Citizens Advice
This template is a holding letter designed for an individual experiencing financial difficulty to send to their creditors. It explains the reason for their inability to maintain monthly payments and requests a temporary hold on account actions, along with a freeze on interest and charges. The letter aims to buy time for the individual to assess their financial situation and propose a payment plan.
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 systematically collects personal, employment, and credit history details from the applicant, alongside their preferences for the credit account. The form also includes a certification and authorization section for the applicant, and a dedicated internal section for the financial institution to process and track the application.
Updated 17 Oct 2025
Agreement to Extend Debt Payment
This template outlines an agreement between a Debtor and a Creditor to extend the payment period for an existing debt. It details the new payment schedule, interest rate, and the total amount due by the final date. The agreement also specifies consequences for default, including the Creditor's right to demand immediate full payment and the Debtor's responsibility for associated legal fees.
Updated 17 Oct 2025
Vehicle Lease Agreement: Ensure Clear Leasing Terms
This document is a Vehicle Lease Agreement, outlining the terms and conditions under which a Lessor leases a vehicle to a Lessee. It details the vehicle's features, payment structure, insurance responsibilities, and conditions for early termination or end of the lease term. The agreement also includes a warning about the consequences of failing to return the vehicle.
Updated 17 Oct 2025
INTRODUCTION AGREEMENT-2 WAY
This template outlines an agreement between two companies for the reciprocal provision of business introductions. It details how "Introductory Commission" will be calculated and paid when an Introduced Client engages one of the parties for services. The agreement also covers terms for late payments, confidentiality, and termination.
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.

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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