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.

Singapore
Convertible Loan Agreement by Cofounders
This template provides an unsecured convertible loan to a Singapore private limited company for business operations. It includes mechanisms for the loan to convert into shares during a subsequent funding round or be repaid from the company's gross and net revenues.
Updated 13 Aug 2026
Singapore
Purchase Agreement for Convertible Note by Cofounders
This convertible note agreement enables an investor to provide S$100,000 in seed capital to a Singapore company. It features automatic conversion into equity at a 30% discount or a S$4 million valuation cap upon a qualified financing round of at least S$1,000,000.
Updated 13 Aug 2026
General (US)
Loan Agreement by EasyLegalDocs
This loan agreement establishes the terms for a lender to provide a principal sum to a borrower at a defined interest rate. It specifies the repayment schedule, late payment penalties, and the process for handling defaults or acceleration of the debt.
Updated 13 Aug 2026
California (US)
Payment Plan Agreement by EasyLegalDocs
This agreement establishes a repayment schedule for a debtor to settle an outstanding deficiency with a creditor through an initial lump sum and monthly installments. It features an acceleration clause that makes the full debt due immediately if the debtor misses a payment or fails to use the agreed payment method.
Updated 13 Aug 2026
Singapore
Convertible Note Term Sheet by Cofounders
This non-binding term sheet outlines the core conditions for a convertible promissory note financing round up to $1,000,000 SGD. It defines the conversion mechanisms, including a 25% discount and a $3,500,000 SGD valuation cap for pre-seed and seed-stage investments.
Updated 13 Aug 2026
US
Business Sale Agreement by EasyLegalDocs
Transfer ownership of a business and its assets from a seller to a buyer using this comprehensive agreement. It outlines terms for purchase price, closing deliverables, and non-compete restrictions to ensure a structured transaction.
Updated 13 Aug 2026
India
Loan Bond with Sureties and Lower Rate of Interest in Case Punctuality in Payment
This loan bond establishes a debt of Rs. 5,00,000.00 between a creditor and a debtor, supported by two sureties. It features a tiered interest structure where the standard 12% per annum rate is reduced to 10% if instalments are paid 15 days early.
Updated 13 Aug 2026
India
Loan bond with surety and hypothecation of property
This loan bond establishes a debt repayment structure secured by both a personal guarantor and a simple mortgage on property. It provides for a principal amount with 18% annual interest to be repaid in four half-yearly installments, where a single default triggers immediate liability for the full balance.
Updated 13 Aug 2026
India
AGREEMENT FOR HIRE-PURCHASE OF A CAR THROUGH A FINANCE COMPANY
This agreement establishes a hire-purchase arrangement where a finance company (the Owner) purchases a vehicle from a Dealer to lease it to a Hirer. It includes a specific option to purchase once all monthly installments are paid and features a guarantee from the Dealer acting as Surety.
Updated 13 Aug 2026

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Adam Frankel

Adam Frankel

General Counsel · Technology & AI

15+ years as General Counsel to technology, cloud & AI companies

US

Juliana Calil

Juliana Calil

Principal Counsel · Technology & Entertainment

20+ years in-house at Google, Intel, Disney and Looker

US · BR

Adam Wardel

Adam Wardel

General Counsel, Data Privacy Officer & AI Advisor

12+ years leading legal & privacy for SaaS and AI companies

US · UK · CA · EU

John Hoffman

John Hoffman

Associate Director, Corporate Counsel · Life Sciences & Technology

20+ years in corporate counsel, incl. senior counsel at Certara

US

Richard Nohe

Richard Nohe

General Counsel · Telecom, Cloud & Data Centers

20+ years in-house, regional General Counsel at BT across 30+ countries

US

Joe Al-Khayat

Joe Al-Khayat

General Counsel · Technology & High-Growth Companies

Cross-jurisdictional M&A and SaaS contracting across the UK, US & Australia

UK · US · AU

Joshua Woo

Joshua Woo

Technology, AI & Privacy Counsel · APAC

Former Goldman Sachs Executive Director for AI, cybersecurity & privacy in APAC

SG · HK

Sahil Verma

Sahil Verma

International Business & Investment Lawyer

13+ years in business law, investment law & dispute resolution

AE

Matthew Willis

Matthew Willis

CRO & General Counsel · SaaS

Former President of the ACC's 2,200-attorney Chicago Chapter · JD + Kellogg MBA

US

Mayowa Ogunrinola

Mayowa Ogunrinola

Legal Consultant · Fintech & AI Compliance

Regulatory strategy, AI governance & data protection for fintech and AI

NG

Steven J. Shanker

Steven J. Shanker

Partner and Chair of Corporate and Employment Law

25+ years as a corporate & employment attorney in New York

US

Rebecca Babbage

Rebecca Babbage

Legal Counsel · Financial Services, Corporate & Governance

UK-qualified solicitor working in-house with regulated entities in financial services

UK

Paul J. Kuo

Paul J. Kuo

Fractional General Counsel · Fintech & Payments

Founder of Twelvestone General Counsel and Chairman of PayU's Supervisory Board

US

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