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 details on the purchase price, payment methods, and asset transfer. It includes warranties from both the Seller and Buyer, conditions precedent for the sale's completion, and provisions regarding employees. This template is designed to facilitate a clear and legally sound transaction between parties.
Updated 17 Oct 2025
US
Safe: Valuation Cap, No Discount (Canada) by Y Combinator
This document is a Simple Agreement for Future Equity (SAFE), designed for early-stage companies to raise capital from investors. It outlines the terms under which an investor provides funds in exchange for a future right to the company's equity, typically converting into shares upon a subsequent equity financing or liquidity event. The agreement details conditions for conversion, liquidation preferences, and representations by both the company and the investor.
Updated 17 Oct 2025
Payment Plan Agreement Made Easy: Free Template for Structured Payments
This Payment Plan Agreement formalizes the repayment of an outstanding debt between a Debtor and a Creditor. It specifies the initial payment, subsequent installment amounts, and the schedule for full settlement without additional charges or interest. The agreement also outlines the consequences of a breach, including the immediate acceleration of the entire debt.
Updated 17 Oct 2025
Asset Purchase Agreement
This Asset Purchase Agreement outlines the terms under which a Buyer agrees to purchase specific assets from a Seller. It details the purchase price, conditions of sale including an "as is" clause, and mutual representations regarding legal standing. The agreement also specifies that it is binding on successors and should comply with relevant laws.
Updated 17 Oct 2025
Pro Rata Side Letter (Caymans) by Y Combinator
This Pro Rata Agreement grants an investor the right to purchase a pro rata share of Standard Preferred Shares in a future equity financing round. This right is connected to an initial investment made through a Simple Agreement for Future Equity (SAFE) with a Post-Money Valuation Cap. The agreement outlines the terms for this pro rata right, including its termination conditions and provisions for assignment and amendment.
Updated 17 Oct 2025
US
SAFE: Valuation Cap, No Discount (Singapore) by Y Combinator
This document is a Simple Agreement for Future Equity (SAFE), designed for early-stage companies to raise capital from investors. It grants the investor the right to receive equity in the company at a future date, typically upon an equity financing round or a liquidity event, under predefined terms and a valuation cap. The agreement outlines conversion mechanics, liquidation priorities, and specific definitions for key financial and corporate events.
Updated 17 Oct 2025
Credit Account Application Form - Free Legal Template
This document is an application form designed for individuals to apply to open a credit account. It collects essential personal, employment, and credit history information from the applicant. The form also includes sections for credit account preferences, a certification and authorization statement, and a dedicated section for the financial institution's internal use to process and track the application.
Updated 17 Oct 2025
Past Due Invoice Notice Letter Template - Free Legal Template
This document is a formal notice sent to a recipient regarding an overdue invoice. It informs the recipient of an outstanding balance and requests an update on the payment status, offering assistance if there are any concerns. It also includes a polite note to disregard the reminder if payment has already been processed.
Updated 17 Oct 2025
California (US)
Payment Plan Agreement - Free Legal Template
This Payment Plan Agreement outlines the terms under which a Debtor agrees to repay an outstanding debt to a Creditor. It specifies the initial payment, subsequent installment amounts, accepted payment methods, and the conditions for acceleration of the entire debt in case of a breach. The agreement also details representations, warranties, and the applicable governing law.
Updated 17 Oct 2025
England & Wales
Back to Back Agreement by BVCA
This document is a Back to Back Agreement, designed for a Recipient (such as a Finance Provider or professional adviser) to formally agree to the terms of an existing Confidentiality Letter. It ensures that the Recipient is bound by the same confidentiality obligations regarding information shared in connection with a proposed acquisition.
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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