12-year capital advisor

Aurelia Taylor

Senior Capital Advisor — Growth & Structured Finance

New York, NY — serving businesses nationwide · English, French

Top 0.01% National Producer4.9/5 · 214 client reviews

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

Since 2014

National ranking
Top 0.01%

Producer, 2021–2025

Capital placed
Billions

Across five structures

Median first response
11 min

Business hours

Repeat & referral clients
68%

Of her 2025 book

Average relationship
4.3 yrs

Beyond the first deal

Aurelia Taylor in a green ski jacket carving a turn on an alpine run at sunrise, snow spraying behind her skis

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

$4.2M9 days

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)

$3.75M41 days

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

$2.1M6 days

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

$6M facility12 days

Turned 60-day enterprise receivables into weekly payroll certainty across four states.

Manufacturing

Specialty food manufacturer

Term debt + owner HELOC

$5.4M27 days

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

$8.6MOngoing

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.
She has talked owners out of more capital than she has talked them into. It is why they come back.
Speed is a feature. Clarity is the product.
Every term she quotes comes with the total dollar cost written out — no factor-rate math homework.
Ski the whole run, not the next turn.
She structures for where the business will be in three years, not just the gap in front of it.

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.
Owner, mechanical contracting group · Columbus, OH
She found $2M we didn't know our receivables were worth, and she did it in under two weeks during our busiest month.
CFO, staffing agency · Charlotte, NC
Three years before we sold, she started cleaning up our balance sheet for the buyer. That work added real dollars to the price.
Founder, last-mile logistics · Newark, NJ

Reach Aurelia directly

Mon–Fri 8am–7pm ET, and weekends when a deadline calls for it

Direct line
(212) 555-0173

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.