Free Finance & Investment Templates

The Seedsummit Seed Share Term Sheet outlines key terms for an early-stage equity financing round under UK law, covering valuation, liquidation preferences, investor rights, founder vesting, and governance. It provides a model structure for venture capital investment using Series Seed preferred shares, reflecting BVCA-standard provisions and typical UK market practice.

The Late Payment Demand Letter is designed to help US-based freelancers and independent contractors follow up on overdue invoices in a clear and professional way. It requests payment, references the outstanding balance, sets expectations for next steps, and is created by OLL's team of legal experts.

This Advance Subscription Agreement (ASA) allows a company to secure investment funds before its valuation is finalized. Investors provide capital in exchange for equity (shares) that will be issued at a future date, typically upon the company's next priced funding round, a sale, or a listing. It is distinct from a loan, as it does not accrue interest and is not repayable.

This written resolution records the directors’ formal recommendation to the company's shareholders to declare a final dividend. It sets out the dividend amount, record date, and payment date, providing the board’s rationale for shareholder approval and ensuring compliance with applicable corporate law and the company’s articles of association.

This document is a template with guidance notes for shareholder resolutions relating to changes in a company’s share capital, setting out when ordinary or special resolutions are typically required under UK company law. It provides example resolution wording for common share capital actions and explains how multiple resolutions and amended articles are often used together in a single transaction.

This Profit Sharing Agreement outlines the terms for a representative to receive a share of profits generated from their direct efforts for a company. It details how profits will be calculated and allocated, defines the roles and responsibilities of both parties, and includes provisions for confidentiality and termination. This agreement is suitable for establishing a clear profit-sharing structure with an independent contractor.

This Loan Agreement template outlines the terms and conditions for a loan between a Lender and a Borrower. It details the loan amount, interest rate, repayment schedule, and payment methods. The document also includes provisions for late payments, default, collateral, prepayment, representations, acceleration events, governing law, and dispute resolution.

This document is a formal personal guarantee provided by a single surety to a bank to secure the debts and liabilities of a specific customer. It ensures that the bank is protected if the customer fails to meet their financial obligations, covering loans, interest, and various banking charges.

This template is a formal agreement for a borrower to pledge specific goods as collateral to a bank in exchange for a fixed loan. It establishes the bank's lien on the goods, requires regular inventory reporting, and provides the bank with the right to seize and sell the collateral if the loan is not repaid.

This agreement outlines the sale of a residential property in India that is currently burdened by an existing mortgage. It establishes a three-party arrangement between the seller, the buyer, and the mortgage lender to ensure the mortgage is paid off and the title is cleared before the final property transfer.