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.

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
Secure Your Funds: Free Loan Agreement Template for Easy Borrowing
This Loan Agreement template outlines the terms and conditions for a loan 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 on indemnification, restructuring, waivers, assignment, and remedies in case of default.
Updated 17 Oct 2025
Advanced Subscription Agreement (public)
This Advance Subscription Agreement (ASA) is designed for companies seeking investment before a fixed valuation can be established. An investor provides funds in exchange for equity (shares) to be issued at a future date, typically upon the company's next priced funding round or a specified longstop date. It clarifies that an ASA is not a loan and does not accrue interest.
Updated 17 Oct 2025
Delaware (US)
Model PIPE Form of Pre-Funded Warrant (US Issuer) (NVCA)
Updated 17 Oct 2025
California (US)
Payment Plan Agreement Made Easy: Free Template for Structured Payments
This Payment Plan Agreement outlines the terms for a Debtor to repay an outstanding debt to a Creditor. It specifies an initial payment, a schedule for monthly installments, and the accepted payment methods. The agreement also details the consequences of a breach, including the acceleration of the entire outstanding debt.
Updated 17 Oct 2025
Credit Account Application Form
This document is an application form designed for individuals to apply for a credit account. It collects personal, employment, and credit history details from the applicant, along with preferences for the credit account. The form also includes a certification and authorization section for the applicant to agree to credit checks, and a dedicated section for the financial institution's internal processing and decision-making.
Updated 17 Oct 2025
Unlock Successful Transactions with Our Free Business Sale Agreement Template
This Business Sale Agreement template outlines the terms and conditions for the sale and purchase of a business, including details on the purchase price, payment terms, and asset transfer. It specifies warranties made by both the seller and buyer, conditions that must be met before closure, and provisions concerning employees. The document ensures a structured process for the acquisition of a business.
Updated 17 Oct 2025
Conditional Sale Agreement
This Conditional Sale Agreement outlines the terms for a buyer to purchase an item from a seller, where the transfer of title is contingent upon the buyer making all required payments. It details the sales price, applicable taxes, finance charges, and payment schedule, including a down payment and installments. The agreement also specifies that the full balance becomes due if payments default for a certain period, making the buyer responsible for the seller's legal fees.
Updated 17 Oct 2025

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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.

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