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.

Request to write off a joint debt - letter by Citizens Advice
This document is a formal letter template for individuals requesting a write-off of a joint debt from a bank or creditor. It explains the debtors' inability to make payments due to long-term sickness and lack of assets, and asks the creditor to consider forgiving the debt. It also includes placeholders for account details and contact information.
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
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
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

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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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