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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FeaturedUS
SAFE Agreement - $250k Angel Investment
The Y Combinator SAFE: Valuation Cap, No Discount (US) is designed to let startups raise early capital by granting investors the right to future equity at a capped valuation, without offering any additional discount at conversion. Unlike other SAFEs, this version excludes the percentage discount mechanism (which normally gives investors shares at a reduced price), relying only on the valuation cap to protect investors. It is part of Y Combinator’s widely adopted library of open, lawyer-vetted standard financing documents.
Updated 25 Dec 2025
Featured
Term Sheet (UK) by Seedsummit
This term sheet outlines the key provisions for a Series Seed equity funding round between a company, its founders, and venture capital investors. It covers investment structure, liquidation preferences, and governance rights, serving as a non-binding framework for definitive deal documentation.
Updated 19 Aug 2026
FeaturedEngland & Wales
Offer to non-priority creditor - letter by Citizens Advice
This letter allows a debtor to propose a monthly repayment plan to a non-priority creditor when they cannot meet their existing financial obligations. It includes a request to freeze interest and charges and provides a space to enclose a financial statement to prove the offer is fair and proportionate.
Updated 13 Aug 2026
FeaturedEngland & Wales
Letter to cancel a credit agreement before it starts by Citizens Advice
This formal notice is for individuals who wish to withdraw from a finance agreement before it has been fully executed. It cites rights under the Consumer Credit Act 1974 to ensure the termination of the account and a full refund of any monies paid.
Updated 13 Aug 2026
FeaturedEngland & Wales
Ending a joint hire purchase or a conditional sale agreement - letter by Citizens Advice
This formal letter provides notice to a lender to terminate a joint hire purchase or conditional sale agreement. It cites specific rights under the Consumer Credit Act and requests instructions for returning the goods.
Updated 13 Aug 2026
Featured
Equity Agreement for Service (EASE Agreement) by Founder Institute
This agreement establishes a professional relationship between a startup company and a service provider who is compensated with equity rather than cash. It includes standard protections for intellectual property and confidentiality alongside a specific framework for calculating equity based on the company's growth stage.
Updated 13 Aug 2026
FeaturedEngland & Wales
No money to pay creditors - letter by Citizens Advice
This letter informs a creditor that a debtor is currently unable to make monthly payments due to financial hardship. It includes a request to freeze interest and other charges while the debtor awaits the outcome of benefit claims or a change in circumstances.
Updated 13 Aug 2026
FeaturedEngland & Wales
Back to Back Agreement by BVCA
This side letter extends the confidentiality obligations of an existing NDA to a finance provider or professional adviser. It ensures that any sensitive information shared by a buyer during a specific acquisition project remains protected under the terms of the original agreement.
Updated 13 Aug 2026
FeaturedEngland & Wales
Request to write off a joint debt - letter by Citizens Advice
This letter allows joint debtors to request that a creditor formally write off an outstanding debt due to severe financial hardship. It includes a standard explanation for long-term illness and requires an enclosed financial statement to prove that income and expenses leave no room for repayment.
Updated 13 Aug 2026
FeaturedGeneral
Term sheet by Common Paper
Outline the initial terms of a business deal with this non-binding term sheet. It sets a framework for negotiating a Definitive Agreement while including legally binding confidentiality protections for both parties.
Updated 13 Aug 2026

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