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.

Ready to Take Action? Download Your Free Letter Before Action Template
This template is a formal Letter Before Action, also known as a demand letter, sent to a debtor who has failed to pay an outstanding amount by the due date. It serves as a final warning, informing the recipient that legal action, including potential insolvency proceedings, will be initiated if the debt is not paid within a specified number of days.
Updated 17 Oct 2025
Credit Account Application Form - Free Legal Template
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 includes a certification and authorization for the financial institution to verify creditworthiness and also features a dedicated section for internal office use to process and track the application.
Updated 17 Oct 2025
Loan Agreement - Free Legal Template
This Loan Agreement outlines the terms under which a Lender provides a principal sum to a Borrower, including details on interest rates, payment schedules, and conditions for prepayment and acceleration. It also covers provisions for indemnification, restructuring, waivers, and the rights and obligations of successors and assigns. This template is designed for parties entering into a lending arrangement.
Updated 17 Oct 2025
Ready to Take Action? Download Your Free Letter Before Action Template
This template is a formal Letter Before Action, also known as a Demand Letter, sent by a creditor to a debtor. It serves as a final warning regarding an outstanding debt, specifying the amount due and the original payment date. The letter informs the recipient that legal action, including potential insolvency proceedings, will be initiated if the debt is not paid within a specified timeframe.
Updated 17 Oct 2025
France
BSA Air Agreement (France) by Seedsummit
This BSA AIR Investment Agreement outlines the terms under which an investor subscribes to a BSA AIR warrant, granting them the right to acquire a variable number of new shares in a company. It details the conditions for the warrant's issuance, subscription, and exercise, including specific valuation mechanisms and triggering events. The agreement also covers the rights and obligations of both the investor and the company.
Updated 17 Oct 2025
California (US)
Payment Plan Agreement Made Easy: Free Template for Structured Payments
This Payment Plan Agreement outlines the terms for a Debtor to repay a specified outstanding debt to a Creditor. It details the initial payment, subsequent installment amounts, payment schedule, and acceptable payment methods. The agreement also includes provisions for acceleration of the debt upon breach of the payment schedule.
Updated 17 Oct 2025
California (US)
Payment Plan Agreement Made Easy: Free Template for Structured Payments
This Payment Plan Agreement outlines the terms for a Debtor to repay an outstanding debt to a Creditor. It specifies the initial payment, subsequent monthly installment amounts, and acceptable payment methods. The agreement also details the consequences of a breach, including the acceleration of the entire outstanding debt.
Updated 17 Oct 2025
Letter Before Action - Free Legal Template
This template is a formal Letter Before Action, used by a creditor to demand payment of an outstanding debt from a debtor. It warns the debtor that legal action, including potential insolvency proceedings, will be initiated if the debt is not paid within a specified number of days. The letter offers a final opportunity for amicable resolution before escalating the matter legally.
Updated 17 Oct 2025
User-Friendly Credit Account Application Form: Get Approved Faster
This document is a template for an application to open a credit account. It gathers personal, employment, and credit history information from an applicant, along with their preferences for the credit account. The template also includes sections for certification, authorization, and internal office use by the financial institution to process and track the application.
Updated 17 Oct 2025
Delaware (US)
Right of First Refusal and Co-Sale Agreement (Updated October 2024) (NVCA)
This agreement grants the Company and its Investors rights of first refusal and co-sale over shares held by Key Holders. It ensures that if a Key Holder proposes to sell their shares, the Company and then the Investors have the option to purchase them first, or to participate in the sale alongside the Key Holder. The document also includes provisions for lock-up periods, exempt transfers, and limitations for foreign person investors.
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.

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