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.

  • 212 templates
  • Free to edit with AI
  • No account needed to browse

Community library

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.

Loan Agreement - free legal template
This document is a standard Loan Agreement template that formalizes the terms 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 the overall legal framework governing the loan.
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 rates, payment schedules, and provisions for prepayment and acceleration in case of default. The agreement also includes clauses on indemnification, assignment, and general contractual terms to govern the relationship between the parties.
Updated 17 Oct 2025
New York (US)
Model PIPE Securities Purchase Agreement (US Issuer) (NVCA)
Updated 17 Oct 2025
Loan Agreement - Free Legal Template
This document is a standard Loan Agreement template that outlines the terms and conditions between a Lender and a Borrower. It details the principal loan amount, interest rate, payment schedule, and provisions for prepayment and acceleration in case of default. The agreement also includes standard legal clauses covering assignment, waivers, and severability to ensure clarity and enforceability.
Updated 17 Oct 2025
Offer to non-priority creditor - joint letter by Citizens Advice
This document is a joint letter from individuals to a non-priority creditor, such as a bank, explaining their inability to maintain original monthly payments due to illness and financial hardship. It proposes a reduced monthly payment plan and requests a freeze on interest and charges, enclosing a financial statement to support their offer.
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 initial payment, subsequent installment amounts, and the schedule for full repayment. The agreement also details the consequences of a breach, including the acceleration of the entire outstanding debt.
Updated 17 Oct 2025
Australia
Share Purchase Agreement
This Share Purchase Agreement outlines the terms for the sale and purchase of shares in an Australian private company. It details the consideration, conditions for completion, pre-completion undertakings, and warranties, ensuring a structured transfer of ownership from multiple sellers to a single buyer. The agreement also includes provisions for restrictive covenants and liability.
Updated 17 Oct 2025
Delaware (US)
Certificate of Incorporation (Updated October 2024) (NVCA)
This document is an Amended and Restated Certificate of Incorporation, designed by the NVCA for venture-backed companies. It outlines the powers, preferences, and special rights of different classes of stock, such as Common and Preferred Stock, covering aspects like voting, dividends, and liquidation. The template also provides various options for deal provisions and discusses jurisdictional considerations, particularly for Delaware corporations with California connections.
Updated 17 Oct 2025
Canada
Pro Rata Side Letter (Canada) by Y Combinator
This Pro Rata Agreement grants an investor the right to purchase their pro rata share of Standard Preferred Shares in a future equity financing. This right is granted in connection with the investor's purchase of a Simple Agreement for Future Equity (SAFE) with a Post-Money Valuation Cap. The agreement outlines the calculation of the pro rata share and conditions for termination of this right.
Updated 17 Oct 2025
Stock Purchase Agreement (Updated October 2024) (NVCA)
This Series A Preferred Stock Purchase Agreement outlines the terms for the purchase and sale of Series A Preferred Stock by a company to investors. It includes provisions for the purchase price, closing conditions, and detailed representations and warranties from the company. This agreement is a foundational document in a venture capital financing round, often accompanied by other transaction agreements like an Investors' Rights Agreement and a Voting Agreement.
Updated 17 Oct 2025

Browse other categories

Commercial law
4k documents
Contract law
3k documents
Dispute resolution
2k documents
Employment
2k documents
IP
1k documents
Corporate
1k documents
Data Protection & Privacy
1k documents
Property
1k documents
Technology
1k documents

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.

Yes. Chat with GitLaw to edit any section, or make changes directly in the editor.

Yes, read about team plans here.

Describe what you need in the chat and GitLaw will draft it for you.

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.

Trusted by thousands of businesses

“I found GitLaw to be extremely useful and convenient in helping draft a contract. It has tracking, an easy to understand and familiar interface and has saved thousands of dollars in fees.”

MH

Michael Hawkes

Read more on Google

“I found GitLaw useful to review my medical contract. I was able to check differences from previous contract and tell me which parts are not standard.”

PM

Priyanka Mandal

Read more on Google

“Needed contracts for the brewery. Worked well, very timely, good comms. A+”

CE

Craig Edmunds

Read more on Google

“GitLaw saves us hours when reviewing contracts. The AI suggestions are useful, and the platform is easy to adopt even for non-lawyers”

BB

Bojana Banjac

Read more on Google

“GitLaw stands out because it combines AI with a practical legal workflow. It helped me understand contract terms much faster and made the review process much more efficient.”

KL

Kristijan Lazic

Read more on Google

“A thoughtfully designed legal AI platform. Whether you’re creating new agreements or reviewing existing ones, GitLaw makes the process smoother and easier to understand.”

AM

Andjela Milovanovic

Read more on Google

“I needed this! I own a small business and I wrote all my contracts by myself from templates I saw online, later switched to chatGPT, but when I found gitlaw I was genuinely blown away by it. Great value for the price!!”

RD

Romana Dražić

Read more on Google

“I’ve used this to analyse a number of contracts recently, and my initial concerns were quickly allayed. It picked up on inconsistencies that would have taken me far longer to spot on my own”

“Super useful service! I’ve used it to review a few contracts and I really like how it explains and highlights parts of the documents to review more closely or question.”

MK

Marc Kimmel

Read more on Google

“GitLaw is building an AI Legal Companion that's actually grounded in law.”

GG

Greg Gretsch

Managing Director

“They save time, reduce cost, and make legal work more accessible. It's still early days for AI in law, but the progress is already impressive.”

AB

Aleksandar Blazhev

Entrepreneur

“I found GitLaw to be extremely useful and convenient in helping draft a contract. It has tracking, an easy to understand and familiar interface and has saved thousands of dollars in fees.”

MH

Michael Hawkes

Read more on Google

“I found GitLaw useful to review my medical contract. I was able to check differences from previous contract and tell me which parts are not standard.”

PM

Priyanka Mandal

Read more on Google

“Needed contracts for the brewery. Worked well, very timely, good comms. A+”

CE

Craig Edmunds

Read more on Google

“GitLaw saves us hours when reviewing contracts. The AI suggestions are useful, and the platform is easy to adopt even for non-lawyers”

BB

Bojana Banjac

Read more on Google

“GitLaw stands out because it combines AI with a practical legal workflow. It helped me understand contract terms much faster and made the review process much more efficient.”

KL

Kristijan Lazic

Read more on Google

“A thoughtfully designed legal AI platform. Whether you’re creating new agreements or reviewing existing ones, GitLaw makes the process smoother and easier to understand.”

AM

Andjela Milovanovic

Read more on Google

“I needed this! I own a small business and I wrote all my contracts by myself from templates I saw online, later switched to chatGPT, but when I found gitlaw I was genuinely blown away by it. Great value for the price!!”

RD

Romana Dražić

Read more on Google

“I’ve used this to analyse a number of contracts recently, and my initial concerns were quickly allayed. It picked up on inconsistencies that would have taken me far longer to spot on my own”

“Super useful service! I’ve used it to review a few contracts and I really like how it explains and highlights parts of the documents to review more closely or question.”

MK

Marc Kimmel

Read more on Google

“GitLaw is building an AI Legal Companion that's actually grounded in law.”

GG

Greg Gretsch

Managing Director

“They save time, reduce cost, and make legal work more accessible. It's still early days for AI in law, but the progress is already impressive.”

AB

Aleksandar Blazhev

Entrepreneur

“I used git.law to prepare my documents for the French prefecture and it made the whole process so much easier. Everything was clear and well organized and I felt confident submitting my file. Highly recommend!”

MA

Maryia Alenina

Read more on Google

“Excellent! Really happy I found this. Easy to use and has saved me so much time”

NM

Nishant Mandal

Read more on Google

“Really impressed with the user experience. GitLaw simplifies complex legal tasks without sacrificing quality. Highly recommended”

AR

Aleksandra Radin

Read more on Google

“One of the most practical AI legal tools I’ve tried. Clean interface, helpful features, and a team that’s clearly focused on solving real business problems”

“I’ve been impressed by GitLaw’s approach to contract management. The platform is easy to use, and the AI suggestions are practical and well thought out”

AV

Anisija Vrućinić

Read more on Google

“I love it!!”

JD

Jelena Drazic

Read more on Google

“Love the founder and this company. Very beneficial for startups like ours since we can review contracts and get stuff done easily and quicker.”

TG

Tejas Gupta

Read more on Google

“The amount of time (and headaches) this saves is unreal. There’s an endless supply of templates to start from, and no futzing around with layout and formatting.”

TD

Thomas Daly

Read more on Google

“Love this! Huge opportunity to increase productivity and efficiency within SMEs who rely on regulatory compliance.”

AC

Alex Cole

Founder, TIN Ventures

“Tried the AI chat and I must say, solid UX and impressive prompt interpretation. The multi-user collaboration workflow is a clear win for in-house teams. 👏”

MB

Mrinal Bhatt

HR, People & Culture @ Peakflo

“This is so cool. I remember seeing the template library before, and pivoting to an AI agent that uses them as a foundation is genius.”

CH

Chris Hicken

Co-Founder & CEO of TheySaid

“I used git.law to prepare my documents for the French prefecture and it made the whole process so much easier. Everything was clear and well organized and I felt confident submitting my file. Highly recommend!”

MA

Maryia Alenina

Read more on Google

“Excellent! Really happy I found this. Easy to use and has saved me so much time”

NM

Nishant Mandal

Read more on Google

“Really impressed with the user experience. GitLaw simplifies complex legal tasks without sacrificing quality. Highly recommended”

AR

Aleksandra Radin

Read more on Google

“One of the most practical AI legal tools I’ve tried. Clean interface, helpful features, and a team that’s clearly focused on solving real business problems”

“I’ve been impressed by GitLaw’s approach to contract management. The platform is easy to use, and the AI suggestions are practical and well thought out”

AV

Anisija Vrućinić

Read more on Google

“I love it!!”

JD

Jelena Drazic

Read more on Google

“Love the founder and this company. Very beneficial for startups like ours since we can review contracts and get stuff done easily and quicker.”

TG

Tejas Gupta

Read more on Google

“The amount of time (and headaches) this saves is unreal. There’s an endless supply of templates to start from, and no futzing around with layout and formatting.”

TD

Thomas Daly

Read more on Google

“Love this! Huge opportunity to increase productivity and efficiency within SMEs who rely on regulatory compliance.”

AC

Alex Cole

Founder, TIN Ventures

“Tried the AI chat and I must say, solid UX and impressive prompt interpretation. The multi-user collaboration workflow is a clear win for in-house teams. 👏”

MB

Mrinal Bhatt

HR, People & Culture @ Peakflo

“This is so cool. I remember seeing the template library before, and pivoting to an AI agent that uses them as a foundation is genius.”

CH

Chris Hicken

Co-Founder & CEO of TheySaid

From template to signed, in one place

Every template opens in an editor with an AI agent alongside it.

1

Open

Pick a template and open it. Nothing to download, and no credit card to start.

Free to open

2

Edit with AI

Describe your situation in chat and the agent adapts the wording, clause by clause.

Tracked changes you can review

3

Send and sign

Share it for negotiation, then collect signatures without leaving GitLaw.

eSign included

Built for your legal work, with practicing lawyers

Trained on 5.5K+ clauses and specialist areas of law. Built with a standards committee of independent lawyers.

Portrait headshots of the independent lawyers on the GitLaw standards committee

5.0 out of 5 on Google

Read reviews

As seen in

Law360
Artificial Lawyer
Insider
Axios Pro
San Francisco Business Times
Built In
Startups Magazine
Business Reporter
Tech.eu

Start free

No sales calls, no credit card. Just chat with GitLaw.

GitLaw provides templates and tools, not legal advice. Templates are a starting point, not a substitute for advice on your situation - for anything significant, speak to a qualified lawyer.