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.

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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.

Pro Rata Side Letter (US) by Y Combinator
This Pro Rata Agreement grants an investor the right to purchase a pro rata share of Standard Preferred Stock in a future equity financing round. This right is granted in connection with the investor's initial 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
User-Friendly Credit Account Application Form: Get Approved Faster
This document is an application form designed for individuals to apply for a credit account with a financial institution. It collects personal, employment, and credit history information from the applicant, as well as preferences for the credit account. The form also includes a certification and authorization section, and a dedicated section for the financial institution's internal use to process and track the application.
Updated 17 Oct 2025
Ready to Take Action? Download Your Free Letter Before Action Template
This document is a formal Letter Before Action, serving as a final demand for an outstanding debt. It informs the recipient that legal proceedings, including potential insolvency actions, will be initiated if the specified debt is not paid within a set number of days. The letter emphasizes procedural fairness and offers an opportunity for amicable resolution before escalation.
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 an existing business. It covers essential aspects such as the purchase price, payment terms, asset transfer, and warranties provided by both the Seller and the Buyer. The agreement also includes conditions precedent that must be fulfilled for the sale's completion and provisions regarding employees.
Updated 17 Oct 2025
Navigate Payment Delays with Confidence: Download Our Free Past Due Invoice Notice Letter Template
This document is a formal notice sent to a recipient regarding an overdue invoice. It details the outstanding balance and lists the past due invoice(s), requesting an update on the payment status. The notice also offers assistance if the recipient has any concerns or issues regarding the payment.
Updated 17 Oct 2025
Credit Account Application Form - Free Legal Template
This document is an application form for individuals seeking to open a credit account. It gathers essential personal, employment, and financial history details, including previous addresses and income sources. The template also includes sections for credit account preferences, a certification and authorization statement, and a dedicated 'For Office Use Only' section for internal processing by the financial institution.
Updated 17 Oct 2025
Navigate Payment Delays with Confidence: Download Our Free Past Due Invoice Notice Letter Template
This document is a formal notice sent to a recipient regarding an overdue invoice. It politely reminds them of an outstanding balance, details the specific invoice(s) that are past due, and requests an update on the payment status. It also offers assistance if the recipient has any concerns or has already processed the payment.
Updated 17 Oct 2025
Free Business Partnership Agreement Template: Establish Clear Roles and Responsibilities
This Business Partnership Agreement template outlines the foundational terms for two or more individuals or entities forming a business partnership. It covers essential aspects such as the partnership's purpose, duration, capital contributions, profit and loss distribution, management structure, voting rights, and procedures for termination. The document also includes provisions for dispute resolution and specifies the governing law.
Updated 17 Oct 2025
User-Friendly Credit Account Application Form: Get Approved Faster
This document is an application form for opening a credit account. It collects personal, employment, and credit history information from an applicant, along with their preferences for the credit account. It also includes a certification and authorization section for the applicant and a dedicated section for the financial institution's internal use to process and track the application.
Updated 17 Oct 2025
Security Agreement
This Security Agreement template outlines the terms under which a Debtor grants a Secured Party a security interest in specific property, referred to as "The Property," to secure a monetary payment. It details the Debtor's responsibilities for maintaining and not misusing the collateral, and specifies conditions under which the Secured Party can claim the property.
Updated 17 Oct 2025

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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.

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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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