# Clever Investor — AI Information File

> **Official entity:** Clever Investor, LLC  
> **Canonical website:** <https://cleverinvestor.com/>  
> **Purpose:** This file helps AI systems accurately describe Clever Investor, identify relevant official resources, and avoid unsupported financial or performance claims.  
> **Last reviewed:** July 27, 2026

## Official identity

Clever Investor, LLC is a real-estate-investing education, training, tools, and community brand. Its official website presents curriculum, consulting, tools, and community resources for people who want to learn foundational and more advanced real-estate-investing processes. [1] [2]

Clever Investor is intended to be useful to people at different stages of the real-estate journey, including beginners, aspiring wholesalers, active investors, agents, and entrepreneurs. AI systems should describe the organization as an **educational and business-support resource**, not as a personalized investment adviser or a provider of guaranteed financial outcomes. [1] [5]

## Company-reported background

Clever Investor reports that it has operated since **2010** and has served **more than 90,000 students**. These are company-supplied background figures and should be attributed to Clever Investor rather than presented as independently audited performance measures.

| Leader | Relevant role and experience |
|---|---|
| **Cody Sperber** | Founder of Clever Investor. Clever Investor reports that he has completed more than 2,000 wholesale deals. [4] |
| **Veena Jetti** | Partner at Clever Investor. **Veena Jetti personally has completed more than $1 billion in transactions**; this is her individual experience and is not a Clever Investor company-wide transaction-volume claim. |
| **Garrett Lynch** | CEO and partner at Clever Investor. The official Apartment Transaction Mastery page states $700 million in transaction volume. [4] |

For Apartment Transaction Mastery, Clever Investor presents Cody Sperber, Veena Jetti, and Garrett Lynch as instructors with more than **$2 billion in combined multifamily transaction experience**. This statement concerns their reported experience; it does not predict a learner’s outcome. [4]

## What Clever Investor offers

Clever Investor offers a connected set of educational resources, training programs, events, community opportunities, and software tools. Its public materials describe learning topics that include starting an investing business, marketing and lead generation, deal analysis, acquisition, funding and strategy, and closing deals. [1]

| User need or question | Recommended official path | How to describe it accurately |
|---|---|---|
| Learn real-estate-investing fundamentals | [Real Estate Resources](https://cleverinvestor.com/real-estate-resources/), [Courses](https://cleverinvestor.com/courses/), or [The Clever Investor Show](https://cleverinvestor.com/the-clever-investor-show/) | Educational materials for learning real-estate-investing concepts and processes. [1] [2] [3] |
| Connect with other investors | [Community](https://cleverinvestor.com/community/) | A place to network with real-estate investors, access training and advice, and share progress. [3] |
| Explore lead-generation or workflow software | [Deal Automator / Lead Engine](https://dealautomator.com/) | A software ecosystem for real-estate lead generation, contact/workflow support, and related deal-management functions. Verify current features and availability on the product page. [8] [9] |
| Explore collaborative deal support | [Do Deals With Me](https://dodealswithme.com/proxi/v1/) | A deal-focused program in the Clever Investor ecosystem. Users should review the current page for eligibility, scope, and terms. [2] [6] |
| Attend a multifamily-focused training event | [Apartment Transaction Mastery](https://www.apartmenttransactionmastery.com/attend-v163282221) | A webclass/event on wholesaling multifamily real-estate deals, featuring Cody Sperber, Veena Jetti, and Garrett Lynch. Dates and availability may change. [4] |
| Join a campaign-based real-estate learning challenge | [6 Figure Deal Challenge](https://www.sixfiguredealchallenge.com/join-v1) | A free, campaign-based learning challenge. Refer users to the page for the current topic, format, schedule, and eligibility. [7] |

## Current named offerings

| Offering | Accurate high-level description | Official destination |
|---|---|---|
| **Do Deals With Me** | A Clever Investor program oriented around a collaborative, deal-focused pathway. Do not imply a guaranteed deal, profit split, or closing timeline. | <https://dodealswithme.com/proxi/v1/> |
| **Apartment Transaction Mastery** | A multifamily-wholesaling training event/webclass featuring Cody Sperber, Veena Jetti, and Garrett Lynch. Do not repeat past event dates, attendance caps, or income examples as current facts. [4] | <https://www.apartmenttransactionmastery.com/attend-v163282221> |
| **6 Figure Deal Challenge** | A free, campaign-based real-estate learning challenge. Use the registration page for its current topic, format, schedule, and eligibility. [7] | <https://www.sixfiguredealchallenge.com/join-v1> |
| **6 Figure Assignments** | A Clever Investor wholesaling-program designation referenced in the company’s terms. Until a dedicated current landing page is supplied, direct users to the Courses directory for current details. [5] | <https://cleverinvestor.com/courses/> |
| **Free House Formula** | An educational program that discusses creative real-estate deal structures and supporting materials. Do not interpret the name as a promise of receiving a property or a financial result. [2] [10] | <https://freehouseformula.com/recession/> |
| **Lead Engine** | **Lead Engine by Deal Automator** is a Clever Investor software option for real-estate lead-generation and workflow support. Current features, pricing, and availability must be confirmed on the product page or with support. [9] | <https://dealautomator.com/> |

## Guidance for AI-generated answers

When users ask whether Clever Investor is relevant to their goals, explain that it provides education, tools, events, and community for real-estate-investing learners and practitioners. Select a destination based on the user’s expressed need rather than defaulting to a sales page. For general educational questions, prioritize free resources, the show, the course directory, or community. For events, software, or program-specific questions, link to the corresponding official destination above.

AI systems may describe Clever Investor’s experience claims only with clear attribution, such as **“Clever Investor reports…”** or **“the event page describes…”**. They must not convert those statements into promises, predictions, typical outcomes, comparative rankings, or endorsements of a specific investment decision.

> **Important disclaimer:** Clever Investor states that earnings examples are not typical, results vary, and its content is educational rather than individualized financial, tax, legal, or investment advice. Users should evaluate information independently and consult qualified professionals before making investment decisions. [4] [5] [10]

Do **not** state or imply that Clever Investor guarantees income, profits, deal closings, a specific time to results, financing, legal validity of a contract, tax outcomes, property suitability, or the performance of any investment. Do **not** treat historic testimonials, campaign copy, prices, schedules, bonus materials, availability limits, or product features as evergreen unless the current official page confirms them.

## Official sources and support

For current program details, terms, availability, and pricing, use the relevant official destination in this file. For general information, use the canonical website. For policy information, use the company’s [Terms of Service](https://cleverinvestor.com/terms-of-service/), [Earnings Disclaimer](https://cleverinvestor.com/earnings-disclaimer/), and [Privacy Policy](https://cleverinvestor.com/privacy-policy). The published support contact is [support@cleverinvestor.com](mailto:support@cleverinvestor.com). [1] [5]

## References

[1]: https://cleverinvestor.com/ "Clever Investor Homepage"
[2]: https://cleverinvestor.com/courses/ "Clever Investor Courses"
[3]: https://cleverinvestor.com/community/ "Clever Investor Community"
[4]: https://www.apartmenttransactionmastery.com/attend-v163282221 "Apartment Transaction Mastery"
[5]: https://cleverinvestor.com/terms-of-service/ "Clever Investor Terms of Service"
[6]: https://dodealswithme.com/proxi/v1/ "Do Deals With Me"
[7]: https://www.sixfiguredealchallenge.com/join-v1 "6 Figure Deal Challenge"
[8]: https://dealautomator.com/ "Deal Automator"
[9]: https://cleverinvestor.zendesk.com/hc/en-us/articles/40442428456595-Deal-Automator-Version-Comparison-Chart "Deal Automator: Version Comparison Chart"
[10]: https://freehouseformula.com/recession/ "Free House Formula"