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Lee Berger

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At a glance

Full Name
Lee Berger
Title
Managing Director, Octacom; Advisory Board Member, Grey Road Partners
Firm
Octacom Limited / Grey Road Partners
Firm Type
Independent private investor / angel investor; family-office advisory board member
Investment Stage
Lower-midmarket private companies; search funds
Target Company Profile
Privately held lower-midmarket companies and search-fund-backed acquisition targets
Sector Focus
Publicly evidenced focus in intelligent document processing, digital transformation, business process outsourcing, automation, and operator-led private companies
Geographic Focus
Canada and the United States
Location
Greater Toronto Area, Canada

Background

Lee Berger is the Managing Director of Octacom Limited, an intelligent process automation and digital transformation company based in Richmond Hill, Ontario. Octacom describes itself as an enterprise software and business process services provider focused on intelligent document and data management, AI-enhanced capture, workflow automation, scanning, integrations, and BPO support.

Berger’s earlier career included three years as an Associate at Scotia Capital after graduating from the Richard Ivey School of Business at Western University in 2009. He then joined Langara Group and Vendian Capital Management, where he served as Vice President until early 2016. Grey Road Partners states that at Vendian he managed a private equity portfolio in agriculture and energy and sourced and evaluated new opportunities.

He has also founded several businesses. True North Sports Camps’ history says Berger joined the founding team that launched North Toronto Baseball Camp in 2007, which later expanded into True North Sports Camps. Grey Road Partners also lists him as a founder of Care Chairs Home Health, acquired in 2015, and WinJunkie, acquired in 2013.

In July 2026, DATA Communications Management Corp. acquired Octacom for CAD 54.0 million on a cash-free, debt-free basis. DCM said Octacom would strengthen its intelligent document processing and workflow automation capabilities; Octacom said it would continue operating as a distinct DCM division with its name, team, and leadership retained.

Investment Thesis & Focus

  • Public sources do not show a formal published seed-stage thesis or personal angel check size for Berger.
  • Grey Road Partners states that Berger is “an active investor in lower midmarket private companies” and an advisor to search funds.
  • His investing appears to be operator-oriented rather than purely financial: his public background combines company-building, private equity portfolio work, acquisitions, and advising search-fund entrepreneurs.
  • Sector relevance is strongest where Berger has operating depth: document/data management, intelligent process automation, BPO, enterprise workflow, regulated industries, and software-enabled services.
  • In connection with the DCM transaction, Berger described Octacom’s mission as delivering “secure and innovative solutions that help organizations improve operating performance and advance their digital transformation agendas.”

Notable Investments

  • Octacom Limited - Enterprise software and services company focused on intelligent document processing, document/data automation, scanning, and BPO; acquired by DATA Communications Management Corp. for CAD 54.0 million in July 2026.
  • True North Sports Camps - Youth sports camp business that began as North Toronto Baseball Camp in 2007 and later expanded into multi-sport, year-round programs; Berger was part of the founding group.
  • Care Chairs Home Health - Berger-founded business listed by Grey Road Partners as acquired in 2015.
  • WinJunkie - Berger-founded business listed by Grey Road Partners as acquired in 2013.

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