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.

Free Business Sale Agreement Template: Simplify Your Business Transfer Process
This Business Sale Agreement outlines the terms and conditions for the sale and purchase of an existing business and its associated assets. It details the purchase price, payment methods, and conditions that must be met by both the seller and the buyer. The agreement also includes warranties from the seller regarding the business's legal status and financial health.
Updated 17 Oct 2025
New York (US)
Model PIPE Securities Purchase Agreement (US Issuer) (NVCA)
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
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

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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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