12-year capital advisor
Aurelia Taylor
Senior Capital Advisor — Growth & Structured Finance
New York, NY — serving businesses nationwide · English, French
Twelve years. Billions placed. One question first: what are you building toward?
- Top 0.01% National Producer
- President's Circle — 5 years
- Chairman's Award winner
- SBA Preferred Lender specialist
- 4.9/5 across 214 client reviews
- Verified CanFund Advisor
- Revenue-based financing
- SBA 7(a) & 504
- HELOC and owner-equity strategies
- Invoice factoring & AR lines
- Revolving lines of credit
- Years advising
- 12
- National ranking
- Top 0.01%
- Capital placed
- Billions
- Median first response
- 11 min
- Repeat & referral clients
- 68%
- Average relationship
- 4.3 yrs
Since 2014
Producer, 2021–2025
Across five structures
Business hours
Of her 2025 book
Beyond the first deal

Recognition
Awards & honors
Production is only half of it. Every award below weighs client outcomes and file quality alongside capital placed.
Chairman's Award
CanFund Capital · 2025
Highest individual honor at the firm, given once a year for production, client retention and underwriting quality combined.
Top 0.01% National Producer
Commercial Capital Rankings · 2021–2025
Five consecutive years inside the top one-hundredth of a percent of advisors nationally by capital placed.
President's Circle
CanFund Capital · 2020–2025
Six straight years in the firm's elite production tier, with zero client complaints on file.
Advisor of the Year — Structured Finance
National Alternative Lending Awards · 2024
Recognized for multi-structure capital stacks that refinanced owners out of high-cost advances.
40 Under 40 in Commercial Finance
Commercial Finance Review · 2022
Named for her work bringing bank-grade structuring to companies banks routinely decline.
Client Choice Award
CanFund Capital client survey · 2023 & 2025
Voted by funded clients on transparency, responsiveness and outcome after closing.
About Aurelia
Aurelia has spent twelve years on the capital side of growing companies — first structuring revenue-based facilities for operators the banks wouldn't underwrite, later building out SBA, HELOC, factoring and line-of-credit programs for founders scaling past their first eight figures. She is a top 0.01% national producer, and she has placed billions in capital across those structures. What owners actually remember is different: she tells you when not to borrow, models the exit before the first draw, and answers her phone on a Sunday when a payroll run is at risk.
Credentials
- 12 years in commercial capital markets, 8 of them advising owner-operated companies
- Top 0.01% national producer, five consecutive years
- Placed capital across revenue-based financing, HELOC, SBA, factoring and lines of credit
- Former credit analyst — she reads your file the way the underwriter will
- Registered with CanFund Capital, NMLS 2318744
Specialties
- Revenue-based financing
- SBA 7(a) & 504
- HELOC and owner-equity strategies
- Invoice factoring & AR lines
- Revolving lines of credit
- Capital stack advisory
- Exit and sale-readiness planning
- Debt refinancing & consolidation
Best for
- Medium to large businesses borrowing for the first time
- Owners who need flexible working capital without giving up equity
- Companies stacking two or three structures into one coherent plan
- Founders 12–36 months out from a sale or recapitalization
- Operators who were approved elsewhere but want the terms pressure-tested
- Seasonal and project-based businesses managing uneven cash cycles
Recent businesses funded
A sample of work from the last twelve months. Client names are withheld for privacy.
Construction & trades
Regional HVAC & mechanical contractor
Line of credit + equipment facility
Replaced three overlapping advances with one revolver, cutting annualized cost by roughly a third before their busiest quarter.
Healthcare
Multi-location dental group
SBA 7(a)
Financed the acquisition of two practices from a retiring owner and left the group's cash reserves untouched.
Ecommerce
DTC home goods brand
Revenue-based financing
Funded a Q4 inventory build with repayment indexed to sales, so January's slow weeks cost them less.
Professional services
Staffing & workforce agency
Invoice factoring line
Turned 60-day enterprise receivables into weekly payroll certainty across four states.
Manufacturing
Specialty food manufacturer
Term debt + owner HELOC
Blended structures to fund a second production line while keeping the founder's ownership fully intact.
Transportation
Logistics & last-mile fleet
Working capital + exit advisory
Three years of balance-sheet work ahead of a strategic sale; the buyer's diligence closed in under 60 days.
Words she lives by
“The best deal is sometimes the one you don't take.”
“Speed is a feature. Clarity is the product.”
“Ski the whole run, not the next turn.”
How she works
She models the whole picture first
Before any application, you get a one-page view of your options side by side — cost, payment cadence, covenants, and what each one does to your next raise.
You talk to her, not a queue
One advisor, one phone number, from the first call through funding and every renewal after.
No surprises at signing
Terms are quoted in dollars. If something changes in underwriting, you hear it from her the same day.
The relationship outlasts the deal
Quarterly check-ins, renewal planning, and an honest read on when to refinance — whether or not it produces a new file.
Off the clock
Skiing
Forty-plus days a season since she was six — Sugarbush as a kid, now mostly Alta and the Alps whenever a week opens up. She still races a masters slalom league in the winter.
Cooking for a crowd
Sunday dinners for twelve, no recipes. Her clients in the restaurant world have quietly become her best teachers.
Trail running & long hikes
She thinks through hard deal structures on the trail. Several of her most creative capital stacks were sketched out afterward on a napkin.
Mentoring
She coaches early-career women entering capital markets and volunteers with a local small business development center.
What her clients say
“We had never borrowed a dollar in eighteen years. Aurelia walked us through three structures and told us to skip two of them. That is when I trusted her.”
“She found $2M we didn't know our receivables were worth, and she did it in under two weeks during our busiest month.”
“Three years before we sold, she started cleaning up our balance sheet for the buyer. That work added real dollars to the price.”
Reach Aurelia directly
Mon–Fri 8am–7pm ET, and weekends when a deadline calls for it
- Direct line
- (212) 555-0173
- Book a call
- Schedule 20 minutes
Start a conversation with Aurelia
Share a few details about your business and she'll come back with your options — structures, real dollar costs, and what she'd do in your position.
