Business OS

Financing

1,060 templates

Balloon Note

This Balloon Note template is used for a loan repayment structure where only interest payments are made for an initial period, followed by a large lump sum payment (the balloon payment) of the remaining principal at the loan's maturity. It is suitable for short-term financing or bridge loans.

loan agreementballoon paymentpromissory note
2w ago

Retainer Agreement

This Retainer Agreement is a contract for ongoing services, where a client pays an upfront fee to a service provider to ensure their availability and expertise for future work. It is used when a client needs consistent access to a professional and wants to secure their time and resources over an extended period.

retainer agreementservice contractprofessional services
2w ago

Vendor Agreement

This Vendor Agreement template outlines the terms and conditions between a client and a vendor for the provision of goods or services. It is suitable for use by Southern African SMEs engaging third-party vendors.

vendor agreementservice agreementsupplier contract
2w ago

Equipment Loan Agreement

This Equipment Loan Agreement facilitates the formal lending of equipment from one party to another, outlining terms, conditions, and responsibilities. Use it when loaning property for a specified period and purpose.

equipment loanloan agreementasset lending
2w ago

Option to Buy Agreement

This document outlines an agreement where a potential buyer is granted the exclusive right, but not the obligation, to purchase an asset or property within a specified timeframe. It is ideal for situations requiring a period of due diligence before a final purchase decision.

option agreementbuypurchase
2w ago

Executive Summary - For Investors

This template provides a structured executive summary designed for potential investors, highlighting key aspects of the business opportunity. It is ideal for initial investor outreach and as a concise overview within a larger business plan.

executive summaryinvestorfinancing
2w ago

End-User Software License Agreement B2C

This End-User Software License Agreement (EULA) is a legal agreement between the end-user and the software developer, outlining the terms and conditions for the use of the software. It should be used when distributing software to individual consumers.

EULASoftware LicenseB2C
2w ago

Memorandum of Cooperation

This Memorandum of Cooperation (MOC) outlines the understanding and intent between two parties to work together on a specific project or initiative. It is used to establish a non-binding framework for collaboration.

Memorandum of CooperationMOCcollaboration
2w ago

Deed In Lieu of Foreclosure

This template is a formal agreement where a borrower voluntarily transfers ownership of a property to the lender to satisfy a mortgage debt and avoid foreclosure proceedings. It is used when both parties agree that this is the most amicable solution to an outstanding loan.

Deed in LieuForeclosureProperty Transfer
2w ago

Assignment of Copyright

This document template is used to formally transfer ownership of copyright from one party (Assignor) to another (Assignee). It is suitable for creators or businesses looking to assign their intellectual property rights.

copyrightassignmentintellectual property
2w ago

LLC Member Removal Form

This form is used to officially document the removal of a member from a Limited Liability Company (LLC), detailing the reasons for removal and the terms of their departure. This should be used when an LLC member is voluntarily or involuntarily leaving the company.

LLCmember removaloperating agreement
2w ago

Mutual Cancellation of Lease

This template is used by a landlord and tenant to mutually agree to cancel a lease agreement before its original termination date, outlining the terms and conditions of the cancellation.

leasecancellationmutual agreement
2w ago

PPC Plan

This PPC (Pay-Per-Click) Plan outlines a strategy for online advertising campaigns, including objectives, target audience, budget, keyword strategy, ad copy, and performance metrics. It is used to guide the implementation and management of paid advertising efforts.

PPCPay-Per-ClickDigital Marketing
2w ago

Business Budgeting How To Adopt A Cost Reduction Strategy

This document outlines a strategy for businesses to adopt cost reduction measures. It is suitable for SMEs looking to improve financial efficiency and profitability.

budgetingcost reductionfinancial strategy
2w ago

Statutory Declaration on Amalgamation

This template is a formal legal document for companies undergoing amalgamation in a Southern African context. It declares the factual information surrounding the amalgamation of two or more entities into a new or existing one, ensuring all legal requirements are met.

amalgamationstatutory declarationmerger
2w ago

Promissory Note With Acceleration Clause

This Promissory Note with Acceleration Clause is a legally binding document outlining a borrower's promise to repay a specific sum of money to a lender, with a provision for immediate repayment of the entire outstanding balance upon the occurrence of certain events.

promissory notefinancingdebt
2w ago

By-Law Approving Borrowing of Money

This template is a formal by-law used by a company to officially approve the borrowing of money from a lender. It is used when a company needs to secure financing and requires board approval to do so.

borrowingby-lawloan
2w ago

Certificate of Corporate Vote

This template is a formal record of resolutions passed by a company's board of directors or shareholders, confirming decisions made during a meeting. It is used to provide evidence of corporate actions for legal, financial, or administrative purposes.

corporate governanceresolutionminutes
2w ago

Non Circumvent Agreement

This Non-Circumvention Agreement (NCA) is designed for businesses in Southern Africa to protect their interests when engaging in negotiations or collaborations with third parties. It prevents a party from bypassing the other to directly transact with clients, manufacturers, or suppliers introduced during a business relationship.

non-circumvention agreementNCAconfidentiality
2w ago

Location Release Agreement

This Location Release Agreement grants permission to film or photograph on a specific property. It is used by production companies to secure the rights to use a location for their projects.

location releasefilming agreementphotography agreement
2w ago

Subordinated Loan Agreement

This Subordinated Loan Agreement template is used when a loan is made to a borrower, and that loan is ranked behind existing or future debts in terms of repayment priority. It is typically used in situations where the borrower needs additional financing but has existing creditors.

loan agreementsubordinated debtfinancing
2w ago

Contract on Retaining Legal Counsel

This contract formally outlines the terms and conditions under which a business retains legal counsel, specifying the scope of services, fees, and responsibilities of both parties. It is used when engaging external legal support for general business matters or specific projects.

legal contractretainer agreementlegal services
2w ago

General Power of Attorney

This General Power of Attorney template grants broad authority to an agent to act on behalf of the principal in financial, legal, and personal matters. It is suitable for individuals or businesses requiring a trusted representative for comprehensive decision-making.

power of attorneylegalfinance
2w ago

Administrative Services Agreement

This template is an Administrative Services Agreement suitable for use between a client organization and a service provider for the provision of administrative and support functions. It can be used when outsourcing non-core business activities to a third-party specialist.

administrative servicesservice agreementoutsourcing
1d ago

Intellectual Property Agreement

This Intellectual Property Agreement template is designed for Southern African businesses to protect their intellectual assets. It is used when engaging employees, contractors, or collaborators who may create intellectual property during their involvement with the company.

intellectual propertyIP agreementconfidentiality
2w ago

LLC Membership Agreement

This LLC Membership Agreement template outlines the terms and conditions governing the ownership and operation of a Limited Liability Company (LLC) by its members. It is used to define the rights, responsibilities, and obligations of each member.

LLCMembership AgreementLimited Liability Company
2w ago

Commission Split Agreement

This agreement outlines the terms and conditions for splitting commissions between two or more parties involved in a transaction. It is used to formalise commission distribution to avoid future disputes.

commissionagreementsplit
2d ago

Property Management Agreement

This template is a legally binding agreement between a property owner and a property management company, outlining the terms and conditions under which the property will be managed. It is used to define responsibilities, fees, and the duration of the management service.

property managementreal estateagreement
2w ago

Option to Buy Agreement Long

This Option to Buy Agreement grants a party the right, but not the obligation, to purchase an asset or property at a predetermined price within a specific timeframe. It is ideal for situations where a potential buyer wants to secure future acquisition rights without immediate commitment.

option agreementbuy optionpurchase agreement
2w ago

Subscription Form and Power of Attorney

This template is a combined Subscription Form and Power of Attorney, primarily used in Southern African business contexts for individuals or entities subscribing to shares or other financial instruments, while simultaneously granting power of attorney for related administrative actions.

subscription formpower of attorneyfinancing
2w ago
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