Clever Investor

What Clever Investor does

Clever Investor, LLC is a privately held real estate investing education and coaching company headquartered in Tempe, Arizona, founded in 2010 by Cody Sperber. The company serves aspiring and active individual real estate investors, career changers, and licensed real estate professionals seeking education on wholesaling, fix-and-flip, buy-and-hold, creative financing, and multifamily strategies. Its product portfolio spans more than 20 offerings, including flagship courses (Fast Track Profit System, Your First Flip, Free House Formula), high-ticket mentorship programs (Ignitor, Accelerator, Velocity, Ultimate Coaching tiers), the Deal Automator and A.I. Real Estate System software platform (third-party hosted), subscription memberships (PRO Membership at $97/month), event experiences (Clever Summit, In-Office Experience), masterminds (Red, White, and Wealthy), and the Clever Investor Show podcast distributed across Apple Podcasts, Spotify, and YouTube.

The business model combines one-time course purchases, recurring subscriptions, application-gated high-ticket mentorship, live events, bundled product packages, and affiliate revenue. Pricing ranges from under $100 to multi-thousand-dollar mentorship engagements, with most programs carrying 3- to 90-day refund guarantees. Distribution is direct-to-consumer through cleverinvestor.com, supported by a community-led go-to-market motion anchored on content marketing, podcasting, social media (YouTube, Instagram, Facebook group), and email/SMS engagement. Customer-reported outcomes from a June 2023 survey show 30.5% of Mentoring respondents reported making money in real estate (average $110,634) and 79.6% of Fast Track respondents would recommend the program, though outcome data is self-reported and not independently verified.

The company is bootstrapped and founder-owned, with no disclosed institutional funding, parent company, or acquisition activity. It employs 51–100 people across marketing, video production, mentorship, support, and operations. Strategic partnerships include Deal Automator (core technology), Leadpipes Premium, Vive Funds (multifamily content collaboration via co-founder Veena Jetti), and SMS/messaging partners. The proprietary Four Square Matrix Method structures the curriculum across six functional areas: Starting Your Business, Marketing, Deal Analysis, Acquisition, Funding & Strategy, and Closing Deals.

Name

Clever Investor

Legal name

Clever Investor, LLC

Website

https://cleverinvestor.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

51–100 employees

Short description

Clever Investor is a privately held real estate investing education company that sells courses, mentorship programs, software tools, and events to aspiring individual real estate investors and career changers in the U.S.

Ownership category

akta.pro rank

Product category

Real Estate Investing Education

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA)

Keywords

• Real estate education
• Real estate investing
• Investment training courses
• Property mentorship programs
• Real estate lead generation

Headquarters

HQ city

Tempe

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Marketing or Sales, Personnel, Technology or R&D, Operations, Others

Revenue model

1. Educational Courses: One-time purchase courses including Fast Track Profit System, Free House Formula, Your First Flip, Six Figure Wholesaler Program, and numerous other standalone courses. Prices vary by program with different refund guarantee periods.
2. Subscription Programs: Recurring revenue from Professional Membership ($97/month), Deal Automator subscriptions ($127/month standard, $297/month for certain programs), Lead Engine ($137/month or $997/year), and Apartment Transaction Mastery subscriptions.
3. Mentorship Programs: High-touch coaching programs including Mentoring (various tiers: Ignitor, Accelerator, Velocity), Ultimate Coaching (Protege and Total Immersion), and 1:1 A La Carte Mentoring Calls. Deposit required for application review.
4. Events and Experiences: Clever Summit tickets (with 30-day refund policy for tickets purchased 30+ days before event), In-Office Experience, Red White and Wealthy Mastermind, Home Study Courses.
5. Bundles and Packages: Profit Maximizer Bundle, Building Wealth Bundle, Black Friday/Cyber Monday/Christmas Bundles, Name Your Own Price Bundles combining multiple courses and subscriptions at discounted rates.
6. Affiliate Revenue: Company participates in affiliate programs earning commissions from third-party products and services promoted on the platform (e.g., Coinbase referrals, various tools).

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels8 records

Core offering

Clever Investor is a real estate investing education company that sells online video courses (Fast Track Profit System, Your First Flip, Free House Formula, Six Figure Wholesaler, Apartment Transaction Mastery, etc.), recurring subscriptions (PRO Membership, Deal Automator), high-ticket application-based mentorship programs (Ignitor, Accelerator, Velocity, Ultimate Coaching), and live events (Clever Summit). It also bundles the third-party Deal Automator software platform and an A.I. Real Estate System for deal analysis and lead generation, and distributes The Clever Investor Show podcast. The audience is individual aspiring or active real estate investors in the United States.

Product overview

Clever Investor is a real estate investing education company offering a comprehensive suite of training programs, mentorship services, and software tools. The core offerings include the Real Estate Mentoring Program with 1-on-1 coaching, the Fast Track Profit System video course, and the Your First Flip beginner course. The platform centers around the Deal Automator (a third-party hosted deal-finding and lead generation tool enhanced with AI capabilities) and the A.I. Real Estate System. Additional products span various investing strategies including wholesaling (Six Figure Assignments, Six Figure Wholesaler), multifamily (Apartment Transaction Mastery), creative financing (Lease Option Money Multiplier, Wealth Maximizer Masterclass), probate investing, and private money funding. The company also provides community engagement through The Clever Investor Show podcast (66+ episodes across Apple Podcasts, Spotify, YouTube), live events (Clever Summit, In-Office Experience), mastermind programs (Red White and Wealthy), and professional membership subscription tiers. The Four Square Matrix Method guides curriculum across key areas: Starting Your Business, Marketing, Deal Analysis, Acquisition, Funding & Strategy, and Closing Deals.

Differentiator

Problem solved

Functional benefit

Products and services

• Real Estate Mentoring Program A comprehensive mentorship program for serious real estate investors featuring 1-on-1 coaching calls, group classes, deal reviews, and advisor support across multiple tiers (Ignitor, Accelerator, Velocity, Ultimate Coaching); intended for aspiring and scaling individual investors.
• Fast Track Profit System Online video-based training program covering real estate investing strategies for aspiring and active individual investors, with one-time purchase pricing and a 30-day money-back guarantee.
• Your First Flip Beginner-friendly real estate investing course focused on completing a first flip deal, intended for individuals with little or no prior investing experience.
• Deal Automator Deal-finding, lead generation, and real estate transaction management software hosted and operated by a third party under license to Clever Investor; provides AI-powered targeted real estate lead generation and direct mail automation for individual investors.
• A.I. Real Estate System AI-powered real estate investing system that bundles the Deal Automator platform with artificial-intelligence-driven deal-finding capabilities for individual real estate investors.
• Lead Engine by Deal Automator Lead generation subscription product providing targeted real estate investor leads, billed monthly or annually.
• PRO Membership Recurring professional membership subscription giving individual investors ongoing access to Clever Investor training content and resources.
• Six Figure Wholesaler Program Wholesaling-focused training program that pairs real estate education with the premium-tier Deal Automator subscription for individual investors pursuing wholesaling.
• Free House Formula One-time-purchase real estate investing course covering strategies to acquire properties with minimal out-of-pocket capital, aimed at beginning individual investors.
• Apartment Transaction Mastery Multifamily real estate investing program with subscription-based access, focused on apartment transactions for individual investors scaling into larger deals.
• Profit Maximizer Bundle Bundled package combining multiple Clever Investor courses and Deal Automator access at a discounted one-time purchase price, targeting investors who want a broader curriculum.
• Clever Summit Ticketed live educational event for Clever Investor customers and prospects, focused on real estate investing training and networking, with an associated Home Study Course version.
• The Clever Investor Show Weekly content / podcast featuring interviews with real estate investors, entrepreneurs, and business experts, distributed on Apple Podcasts, Spotify, and YouTube as part of Clever Investor's brand and lead generation.
• Six Figure Assignments Wholesaling Program Commercial real estate wholesaling training program that includes a Deal Automator subscription for individual investors targeting commercial assignment deals.
• Do Deals With Me Real estate investing course bundled with 12 months of Deal Automator access (then $297/year) for individual investors who want a guided, hands-on deal experience.
• Red, White, and Wealthy Mastermind Mastermind group program for active real estate investors offering peer learning, accountability, and advanced strategy discussions.
• In-Office Experience In-person intensive training experience delivered at Clever Investor's office for individual investors seeking face-to-face coaching and curriculum.
• 1:1 A La Carte Mentoring Calls Individual 1-on-1 mentoring call sessions sold à la carte for Clever Investor customers seeking targeted coaching without full program enrollment.

Quantifiable outcome

• 30.5% of Mentoring students made money in real estate; average amount $110,634
• +4 more outcomes

Named customers8 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature4 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Deal Automator (Third-Party Platform)coreTechnology or IntegrationDeal Automator is a hosted, maintained, and operated third-party software platform licensed to Clever Investor customers. It provides deal analysis, lead generation, and direct mail automation capabilities. Clever Investor integrates this platform with their educational programs and bundles it with various course packages. Account data managed through third-party operators.
• MPI Financial Services, LLCminorGTM or Marketing PartnerThird-party company authorized to contact customers regarding future offers via phone, autodialer, pre-recorded message, or text as part of Clever Investor's SMS/messaging program.
• Directed Trust CompanyminorGTM or Marketing PartnerThird-party company authorized to contact customers regarding future offers as part of Clever Investor's opt-in messaging program.
• Vive FundsminorStrategic or Co-development PartnerVeena Jetti, founding partner of Vive Funds (commercial real estate firm specializing in conservative multifamily opportunities), appears as co-host on podcast and collaborates on educational content. Vive Funds specializes in $1B+ in assets under management.
• Avengers MastermindminorStrategic or Co-development PartnerCollaboration with Avengers Mastermind for high-level investor networking events. Referenced in multiple podcast episodes as recommended mastermind community for elite investors.
• Clever Capital FundminorOthersReferenced in podcast episodes as resource for viewers to get started on real estate investing journey. Related but distinct entity from educational company.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Dean Graziosi: Real estate investing educator and author offering courses, masterminds, and high-ticket events (often co-branded with Tony Robbins). Direct overlap with Clever Investor's high-ticket mentorship, educational courses, and event-driven monetization.
• BiggerPockets: Largest online community and education platform for real estate investors, offering podcasts, forums, books, and paid tools (BiggerPockets Pro). Directly comparable to Clever Investor as a real-estate-focused education + community + tools platform targeting aspiring investors.
• FortuneBuilders: Real estate investing education company founded by Than Merrill, offering coaching, training events, and software tools. Same business model as Clever Investor: courses, mentorship tiers, events, and a community ecosystem aimed at retail real estate investors.
• Robert Kiyosaki / Rich Dad: Real estate and financial literacy education brand built around books, courses, and proprietary frameworks (Boardroom, Rich Dad podcasts). Comparable to Clever Investor in teaching retail investors to deploy capital into real estate, plus a guest appearance on Clever Investor's podcast underscores direct category overlap.
• Grant Cardone: Founder-led real estate and business coaching empire (Cardone Capital, 10X movement) selling high-ticket masterminds, courses, and events. Comparable to Clever Investor on founder-led brand, multi-tier coaching, and personal-brand-driven community GTM.

Emerging players

• Pace Morby: Real estate educator specializing in creative finance and subject-to investing, with active YouTube channel, podcast, and high-ticket coaching. Comparable to Clever Investor as a creator-led REI educator monetizing via courses, community, and mentorship, though more narrowly focused on creative-financing strategies.
• Jamil Damji: Real estate wholesaling educator with YouTube, podcast, and high-ticket programs focused on flipping and wholesaling. Directly competes with Clever Investor's Six Figure Wholesaler Program and creative-finance offerings.
• Jake & Gino: Multifamily real estate investing education community offering mentorship, podcasts, and live events. Comparable to Clever Investor in targeting retail investors and offering tiered coaching/mentorship products, with narrower geographic and asset-class focus (multifamily).

Others

• ActivePipe / Real Geeks: Real estate marketing and CRM platforms serving real estate professionals. Comparable to Deal Automator's lead generation and workflow tooling layer within Clever Investor's product stack, though serving licensed agents rather than investors.

Broad incumbents

• Roofstock: Single-family rental investment marketplace and education platform. Comparable to Clever Investor as an investor-education brand and adjacent as a downstream deal-execution channel that Clever Investor students could graduate into.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCvWdtRovlbUvCu9ZCw8b0aQ
• Facebookfacebook.com/CleverInvestor
• Instagraminstagram.com/cleverinvestor
• Xx.com/cleverinvestor
• LinkedInlinkedin.com/company/cleverinvestor

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Clever Investor