Evan Sohn

CEO, Aura Intelligence · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

executivefounder@esohn ↗LinkedIn ↗auraintel.com ↗

Evan Sohn serves as CEO of Aura Intelligence and previously served as Chairman and CEO of Recruiter.com. He is also the co-founder of The Sohn Conference Foundation, launched in memory of his brother Ira Sohn, which has raised over $85 million for pediatric cancer research.

17statements → 13claims → 7claims resolved → 71%fully supported → 3.88/5average certainty → 1.53/5average debate potential →

5 supported 1 partly supported 1 contradicted 1 not yet assessed 5 not checkable as stated how the 13 claims stand · each chip opens the sources

2 predictions · 11 assertions · 1 opinion · 3 disclosures · every statement was checked. The predictions and assertions are the 13 claims: statements the public record can support or contradict. 7 are resolved, 1 is not yet assessed, and 5 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Evan argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported

Sohn: Recruiter.com has reached a $20M annualized revenue run rate

“So if we did over five million last quarter, that brings it to about a twenty million dollar run rate.”

Evan Sohn Nov 4, 2021 ▶ 8:10 Recruiter.com $20m ARR at $40m Market Cap: Most Under-Priced Public SaaS Ever?

Their most notable contradicted claim

Prediction Didn’t hold up

Sohn predicts Recruiter.com will reach profitability by early 2022

“And so we're trying to do this in a balanced fashion, hit profitability, and we'll, we'll get there early in 22.”

Evan Sohn Nov 4, 2021 ▶ 7:14 Recruiter.com $20m ARR at $40m Market Cap: Most Under-Priced Public SaaS Ever?

Expressed certainty vs assessment result

none yet certainty 1

none yet certainty 2

50% certainty 3

83% certainty 4

none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Evan Sohn on measured tape to publish a rate. This says nothing about how they speak.

What they said17 Episodes1

Everything Evan Sohn said on Top Founders that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Didn’t hold up

Sohn predicts Recruiter.com will reach profitability by early 2022

“And so we're trying to do this in a balanced fashion, hit profitability, and we'll, we'll get there early in 22.”

Evan Sohn Nov 4, 2021 ▶ 7:14 Recruiter.com $20m ARR at $40m Market Cap: Most Under-Priced Public SaaS Ever?

Opinion

Sohn: Recruiter.com should be valued at $80M to $100M

“I would say no less than no less than 80 to a hundred million.”

Evan Sohn Nov 4, 2021 ▶ 9:27 Recruiter.com $20m ARR at $40m Market Cap: Most Under-Priced Public SaaS Ever?

Prediction Not checkable as stated

Sohn: The job hopper economy and high quit rates are permanent

“We saw a 4.3 million people quit in August. That is not going away. We are in a new economy. I call it the job hopper economy.”

Evan Sohn Nov 4, 2021 ▶ 15:24 Recruiter.com $20m ARR at $40m Market Cap: Most Under-Priced Public SaaS Ever?

Assertion Not checkable as stated

Sohn: Recruiter.com generates around $4M monthly in organic SEO value

“We were probably getting four million dollars of organic SEO on a monthly basis.”

Evan Sohn Nov 4, 2021 ▶ 2:35 Recruiter.com $20m ARR at $40m Market Cap: Most Under-Priced Public SaaS Ever?

Assertion Supported

Sohn: Recruiter.com has reached a $20M annualized revenue run rate

“So if we did over five million last quarter, that brings it to about a twenty million dollar run rate.”

Evan Sohn Nov 4, 2021 ▶ 8:10 Recruiter.com $20m ARR at $40m Market Cap: Most Under-Priced Public SaaS Ever?

Assertion Not checkable as stated

Sohn: Many funds cannot invest in companies under $200M market cap

“Many funds have limitations on, they can't buy a company that's under two hundred million dollars in market cap.”

Evan Sohn Nov 4, 2021 ▶ 12:25 Recruiter.com $20m ARR at $40m Market Cap: Most Under-Priced Public SaaS Ever?

Disclosure

Sohn: Recruiter.com will not do dilutive financing right now

“The answer is that we do not want to do anything dilutive right now.”

Evan Sohn Nov 4, 2021 ▶ 12:40 Recruiter.com $20m ARR at $40m Market Cap: Most Under-Priced Public SaaS Ever?

Assertion Not checkable as stated

Sohn: Recruiter.com's largest customers come directly from inbound web traffic

“But our biggest customers are all people that hit our website.”

Evan Sohn Nov 4, 2021 ▶ 16:11 Recruiter.com $20m ARR at $40m Market Cap: Most Under-Priced Public SaaS Ever?

Assertion Not publicly verifiable

Sohn: Recruiter.com has over 50 standalone software subscription clients

“We have like 50 plus clients today that are just subscribing to our software to build pipelines of candidates.”

Evan Sohn Nov 4, 2021 ▶ 4:38 Recruiter.com $20m ARR at $40m Market Cap: Most Under-Priced Public SaaS Ever?

Assertion Supported

Sohn: Recruiter.com generates over $200K monthly in software MRR

“A little over 200,000 dollars a month in recurring monthly revenue on the software side.”

Evan Sohn Nov 4, 2021 ▶ 5:40 Recruiter.com $20m ARR at $40m Market Cap: Most Under-Priced Public SaaS Ever?

Assertion Supported

Sohn: Recruiter.com is growing 25% quarter-over-quarter

“We're growing 25% quarter over quarter.”

Evan Sohn Nov 4, 2021 ▶ 6:26 Recruiter.com $20m ARR at $40m Market Cap: Most Under-Priced Public SaaS Ever?

Assertion Supported

Sohn: Recruiter.com trades at 2x revenue on $20M run rate

“So if we're doing, you know, if we're doing a twenty million dollar run rate now on revenue, we're only trading two times revenue.”

Evan Sohn Nov 4, 2021 ▶ 10:12 Recruiter.com $20m ARR at $40m Market Cap: Most Under-Priced Public SaaS Ever?

Disclosure

Sohn's long-term incentive plan is tied to stock price multiples

“My long-term incentive plan is tied to a multiples of the stock price, not 10%, 20%, like real noticeable.”

Evan Sohn Nov 4, 2021 ▶ 14:51 Recruiter.com $20m ARR at $40m Market Cap: Most Under-Priced Public SaaS Ever?

Assertion Not checkable as stated

Sohn: The recruiting industry is a $120 billion fragmented market

“The recruiting industry is a hundred and twenty billion dollar industry, huge giant industry. Fragmented across, you know, so many different ways and sectors.”

Evan Sohn Nov 4, 2021 ▶ 3:17 Recruiter.com $20m ARR at $40m Market Cap: Most Under-Priced Public SaaS Ever?

Disclosure

Sohn personally owns about 4% of Recruiter.com fully diluted

“About four percent.”

Evan Sohn Nov 4, 2021 ▶ 8:30 Recruiter.com $20m ARR at $40m Market Cap: Most Under-Priced Public SaaS Ever?

Assertion Partly supported

Sohn: ZipRecruiter trades at 5x to 6x run-rate revenue

“ZipRecruiter is probably trading at, you know, five, six times revenues run rate revenue.”

Evan Sohn Nov 4, 2021 ▶ 9:35 Recruiter.com $20m ARR at $40m Market Cap: Most Under-Priced Public SaaS Ever?

Assertion Supported

Sohn: Recruiter.com has approximately 75 employees

“The company is about 75 people.”

Evan Sohn Nov 4, 2021 ▶ 14:00 Recruiter.com $20m ARR at $40m Market Cap: Most Under-Priced Public SaaS Ever?

Appearances (1)

Episode	Date	Speaking time
Recruiter.com $20m ARR at $40m Market Cap: Most Under-Priced Public SaaS Ever?	Nov 4, 2021	11m

Evan Sohn

The record, in short

Their most notable supported claim

Their most notable contradicted claim

Expressed certainty vs assessment result

How they sound: not measured why? →

Appearances (1)

Turn any episode into a week of clips.