Free templates for approvals and committees.
Editable Excel and Word templates for the documents lending and fund teams use every week. Download them, adapt them to your policies, no sign-up needed.
Delegation of authority (approval) matrix template
Free Excel delegation of authority (DoA) matrix for NBFCs, lenders and funds: decision types, amount bands, maker, checker, final approver, committee, quorum, evidence and turnaround, with a committees sheet and version log.
Credit committee minutes template
Free Word template for credit committee minutes: attendance and quorum, conflicts of interest, proposals and decisions, votes, conditions, dissent, action items, documents considered and sign-off.
Investment committee (IC) memo template
Free Word IC memo template for AIFs, private equity and private credit funds: thesis, key terms, financials, returns and downside, risks and mitigants, due diligence, conflicts and fund limits, recommendation and IC decision.
Co-lending partner due-diligence checklist
Free Excel checklist for co-lending partners: due diligence before signing, agreement terms and ongoing monitoring, with each item mapped to the RBI (Co-Lending Arrangements) Directions, 2025 paragraph.
Conditions precedent and subsequent (CP/CS) tracker
Free Excel tracker for loan conditions precedent and conditions subsequent: one row per condition, status, evidence, owner, automatic days overdue, a summary and a waiver log.
Sample templates for information only. Adapt them to your own policies and applicable regulations. They are not legal or regulatory advice.
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