Sagent Management is a global financial and tax services firm with offices in the US, Israel, and Taiwan. They provide a comprehensive suite of backbone services for startups through Fortune 1000 companies, including bookkeeping, accounting, tax, CFO services, and business operations support. Clients benefit from Sagent's extensive network and experience helping companies of all sizes.

1. info@sagentmangement.com I www.sagentmanagement.com I +1 (408) 263-1040 I +972-3-5390600
Overview
Sagent 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 significant 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 financial and operational functions. We will support your company through:
SAGENT MANAGEMENT
A 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 Pacific
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 benefit 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

2. info@sagentmangement.com I www.sagentmanagement.com I +1 (408) 263-1040 I +972-3-5390600
USA & Asia Pacific Israel
Leo Yen Oded Zaltsman
President CEO, Israel
+1-408-263-1040 Ext. 116 +972-3-5390600
lyen@sagentmanagement.com ozaltsman@sagentmanagement.com
Contact Us
Global Offices
San Francisco Bay Area
1521 California Cir.
2nd Floor
Milpitas, CA 95035
Chicago
1340 Shermer Road
Suite 250
Northbrook, IL 60062
Israel
Derech Hahoresh 4
Yehud, 5647003
Los Angeles
1930 South Brea Canyon Road
Suite 260
Diamond Bar, CA 91765
Taiwan
10F-6 No. 171 Songde Road
Xinyi District
Taipei City, 110
San Diego
2110 S. Coast Highway
Suite M
Oceanside, CA 92054

3. 4 Derech Hahoresh Street, Yehud, Israel I israel@sagentmanagement.com I www.sagentmanagement.com I +972-52-8394530
SAGENT ISRAEL
CFO Services
• Strategy – on-going meetings and strategic
CEO guidance on business & financial strategy.
• Fundraising – strategy, support &
introductions.
• Business Plan – prepare and monitor business
plan & financial 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, define & implement company’s SLAs.
• Finance & Operations – establish
departments and processes.
• Policies & Procedures – establish employee
guidelines, travel, purchasing and payments.
• Employee Contract Management – benefits
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 flow (monthly burn).
• Board Meetings – prepare financial packages.
• Billing & Purchasing – manage and
implement billing processes and purchasing
procedures.
• Office of the Chief Scientist (OCS) Reports –
prepare reporting.
• Stock Options – administer & prepare
reporting.
Bookkeeping & Payroll
• Financial Records – upkeep of all financial
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 Benefits, 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 Infineon Technologies Savan Ltd, a
subsidiary of Infineon 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