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[email protected] I www.sagentmanagement.com I +1 (408) 263-1040 I +972-3-5390600
OverviewSagent Management is a global leader in Financial and Tax Services with a presence in the United States (nationwide), Israel and Taiwan.
Our clients range from early-stage startups to Fortune 1000 companies operating in industries such as high-tech, biotechnology and clean technology.
Sagent delivers a customized, scalable and comprehensive suite of backbone services – starting from bookkeeping through to high-level CFO, tax and advisory services.
The Sagent team features professionals with vast global expertise and signifi cant client-side experience. Each of our lines of service (e.g. CFO Services, Accounting, Tax, Human Resources, Business Regulations & Operations, etc.) is led by a Worldwide Practice Director.
Founders, investors, CEOs and CFOs of leading high-growth companies rely on Sagent’s expert team to take care of their fi nancial and operational functions. We will support your company through:
SAGENT MANAGEMENTA Global, Customized, End-to-End Suite of Financial, Tax & Operational Services
The Sagent Difference
Global Knowledge, Local Service.
Our unique global structure, encompassing the USA, Israel and Taiwan, enables us to provide expert local services should you choose to expand your business within or to the USA, Israel or the Asia Pacifi c region.
Broad Ecosystem Knowledge, Extensive Network.
Working with Sagent, you have the best of both worlds, with access to our extensive connection base and global experience. Your company will benefi t from our extensive management experience, ecosystem knowledge and worldwide network.
Outsourced Services, In-House Approach.
Having been clients ourselves, we commit to being an extension of your team, supporting your growth and success and delivering ROI. We will advance your business anywhere from early stage through to that of a well-established organization.
✔ End-to-End Services; Accounting, HR, Controller and CFO
✔ Business Plan and Budget
✔ US Tax Services – Tax Savings & Planning, Transfer Pricing and Tax Compliance
✔ Cash Management
✔ Board Meetings
✔ VCs – ongoing interfaces with VCs and other investors
✔ Fundraising Process and Timing
✔ Due Diligence – leading due diligence processes with VCs and strategic investors
✔ Optimization of Operational Efforts
[email protected] I www.sagentmanagement.com I +1 (408) 263-1040 I +972-3-5390600
USA & Asia Pacifi c IsraelLeo Yen Oded ZaltsmanPresident CEO, Israel+1-408-263-1040 Ext. 116 [email protected] [email protected]
Contact Us
Global Offi ces
San Francisco Bay Area
1521 California Cir.2nd Floor
Milpitas, CA 95035
Chicago
1340 Shermer RoadSuite 250
Northbrook, IL 60062
Israel
Derech Hahoresh 4Yehud, 5647003
Los Angeles
1930 South Brea Canyon RoadSuite 260
Diamond Bar, CA 91765
Taiwan
10F-6 No. 171 Songde RoadXinyi District
Taipei City, 110
San Diego
2110 S. Coast HighwaySuite M
Oceanside, CA 92054
4 Derech Hahoresh Street, Yehud, Israel I [email protected] I www.sagentmanagement.com I +972-52-8394530
SAGENT ISRAEL
CFO Services• Strategy – on-going meetings and strategic
CEO guidance on business & fi nancial strategy. • Fundraising – strategy, support &
introductions.• Business Plan – prepare and monitor business
plan & fi nancial projections.• Budget – prepare and manage company’s
budget.• Cash Management – day-to-day management.• VCs – interface with VCs and other investors.• Board Meetings – preparation & participation,
as needed. • Revenue & Pricing Model – prepare and
participate in commercial processes.• Cost Reduction – contract management &
negotiation.• Operations Infrastructure – establish billing
system, defi ne & implement company’s SLAs.• Finance & Operations – establish
departments and processes.• Policies & Procedures – establish employee
guidelines, travel, purchasing and payments.• Employee Contract Management – benefi ts
plan, ESOP and retention plan.• Insurance – day-to-day management.• Due Diligence – support investor activity.• ERP – computerize & standardize accounting
systems.
Accounting• Company Budget – prepare & monitor.
• Financial Reports – prepare P&L, Budget vs. Actual, Balance Sheet and Cash Flow.
• Fiscal Year – manage & prepare year-end reports, support audit process.
• Cash Flow – monitor cash fl ow (monthly burn).
• Board Meetings – prepare fi nancial packages.
• Billing & Purchasing – manage and implement billing processes and purchasing procedures.
• Offi ce of the Chief Scientist (OCS) Reports – prepare reporting.
• Stock Options – administer & prepare reporting.
Bookkeeping & Payroll• Financial Records – upkeep of all fi nancial
transactions.
• Accounts Receivable – invoicing & collection.
• Accounts Payable – implement procedures & reporting.
• Fixed Assets – manage assets, keep records.
• Bank Accounts & Credit Cards – reconcile accounts, balance books.
• Salary Slips – prepare monthly slips.
• Social Benefi ts, Income Tax & Social Security – prepare & submit monthly reports.
A Global, Customized, End-to-End Suite of Financial, Tax & Operational Services
• 15+ years of extensive management, financial, accounting & operational experience across global organizations.
• CFO and Site Manager at Xeround, Inc. a fully managed Cloud Database-as-a-Service (DBaaS) solution. Led Finance & Operations (Production, Customer Support, QA).
• VP Finance & Operations at Infi neon Technologies Savan Ltd, a subsidiary of Infi neon Technologies AG (NYSE IFX). Led Finance, HR, Administration, Logistics, Purchasing & IT.
• CPA and Executive MBA from the Hebrew University of Jerusalem.Oded Zaltsman, CEO Israel
Services
