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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Community library

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.

FeaturedUS
Standard Invoice Template (US) by OLL
This standard invoice facilitates billing for services rendered between a seller and a buyer. It includes fields for itemized service descriptions, hourly rates, tax calculations, and specific payment deadlines like Net 30 terms.
Updated 13 Aug 2026
FeaturedEngland & Wales
Letter for repaying debt to your energy supplier by Citizens Advice
This letter template helps UK consumers request a lower weekly debt repayment rate from their energy supplier. It allows individuals to cite Ofgem regulations and describe personal financial or family circumstances that affect their ability to pay.
Updated 13 Aug 2026
FeaturedDelaware (US)
Indemnification Agreement (Updated July 2020) (NVCA)
This template provides individual directors and officers of a Delaware corporation with contractual rights to indemnification and the advancement of expenses. It converts the permissive protections found in the Delaware General Corporation Law into mandatory obligations that cannot be changed without the individual's consent. The document also includes specific provisions for venture capital funds to ensure they are not treated as co-indemnitors with the portfolio company.
Updated 13 Aug 2026
FeaturedEngland & Wales
Request to write off a debt - letter by Citizens Advice
This letter assists individuals in requesting that a creditor write off an outstanding debt due to severe financial hardship. It includes placeholders for explaining specific personal circumstances, such as long-term illness, and refers to an enclosed financial statement as evidence of inability to pay.
Updated 13 Aug 2026
FeaturedEngland & Wales
Ending a hire purchase or a conditional sale agreement - letter by Citizens Advice
This letter allows a consumer to terminate a hire purchase or conditional sale agreement. It cites statutory rights under the Consumer Credit Act to end the agreement and requests instructions for returning the goods.
Updated 13 Aug 2026
FeaturedDelaware (US)
Model PIPE Registration Rights Agreement (US Issuer) (NVCA)
This template provides registration rights to investors in a PIPE financing, requiring the company to file a registration statement with the SEC for the resale of shares. It includes provisions for liquidated damages, indemnification, and specific timelines for effectiveness.
Updated 13 Aug 2026
FeaturedEngland & Wales
No money to pay creditors - joint letter by Citizens Advice
This formal letter is for joint debtors to notify a creditor that they have no disposable income to make payments. It provides a structured way to request an interest freeze and an account hold while a financial statement is reviewed.
Updated 13 Aug 2026
FeaturedNew York (US)
Model PIPE Form of Pre-Funded Warrant (US Issuer) (NVCA)
This template is a pre-funded warrant for US issuers, typically used in Private Investment in Public Equity (PIPE) financings where the holder prepays the majority of the exercise price. It provides for a nominal residual exercise price, cashless exercise mechanisms, and a 4.99% beneficial ownership limit.
Updated 13 Aug 2026
FeaturedEngland & Wales
Letter to get a loan fee refunded when the loan hasn't been received by Citizens Advice
This formal letter demands a refund of a loan brokerage or arrangement fee when the loan was not secured. It relies on specific statutory protections in the UK to limit the broker's retained administrative costs to £5.
Updated 13 Aug 2026
FeaturedEngland & Wales
Offer to non-priority creditor - joint letter by Citizens Advice
This joint letter helps two people propose a revised repayment plan to a non-priority creditor due to financial hardship. It includes a financial statement and requests that the creditor freezes interest and charges while payments are made.
Updated 13 Aug 2026

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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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