Introducing the Delos Knowledge Base

Delos maintains a structured knowledge base: a set of entries covering tax strategy, equity compensation, estate planning, philanthropy, investing, borrowing, insurance, and career decisions, written specifically for AI-native individuals navigating concentrated wealth. It's built to be queried directly, by you or by an AI agent acting on your behalf.

Where the knowledge comes from

Each entry is built by synthesizing three kinds of sources: published guidance from wealth management firms already serving tech wealth, the underlying statutes and regulations themselves (the Internal Revenue Code, Act 60, and similar primary law) rather than someone else's paraphrase of them; and Delos's own analysis of where AI-native circumstances (compressed timelines, non-standard compensation structures, concentrated single-company positions) diverge from the conventional startup-employee playbook these sources were originally written for.

How to call it

The knowledge base is exposed as a public, unauthenticated JSON API:

GET https://delosplan.com/api/public/knowledge-query

Called with no parameters, it returns the full knowledge base — small enough to fit comfortably in a single agent context window. To narrow the results, add any of:

• category — one or more of: tax, company_equity, investing, estate_planning, philanthropy, borrowing, insurance, career (comma-separated for multiple)
• q — free-text keyword search across topic, summary, and tags
• tag — filter by a specific tag (partial match)
• ids — fetch specific entries by ID (comma-separated)

For example, to pull everything tagged with QSBS:

https://delosplan.com/api/public/knowledge-query?category=tax&q=QSBS

Each entry returns a topic, summary, key facts, common questions, why it matters specifically for AI-native readers, and provenance (the sources behind it), with a flag for whether the entry needs review before being treated as current.

What this is not

The knowledge base is a starting point for a conversation, not a substitute for one. Tax code changes, jurisdictional rules shift, and the right structure for a $2 million exit is rarely the right structure for a $20 million one. Before acting on anything you find here (filing an election, moving a tax residence, restructuring equity) verify it with a financial, tax, and mobility advisor who can look at your actual situation. If you don't have one yet, reach out through our contact page.