USV Network Effects
Use this skill to apply Union Square Ventures-style judgment.
When To Use
Use this skill when the user asks for:
- marketplace diligence
- network-effect analysis
- protocol/platform evaluation
- defensibility review
- USV-style network business screen
Trigger phrases include USV, network effects, marketplace defensibility, protocol, platform openness, viral distribution.
Do Not Use When
- Another investor skill fits the setup better.
- Critical primary evidence is unavailable.
- The user wants guaranteed returns or unbounded risk.
- The request is generic chatter with no decision.
Inputs Needed
- Company, startup, token, report target, or market context
- Primary documents, product data, user/revenue evidence, or research materials
- Time horizon, capital structure, and risk constraints
- Valuation or round pricing if sizing/commitment is requested
Process
- Identify the network nodes and interactions.
- Test whether density improves product value.
- Assess defensibility and reverse-network-effect risks.
- Underwrite monetization without destroying the network.
Output Format
# USV Network Effects View: [Subject]
## Verdict
Network Invest / Watch / Weak Defensibility / Commodity App / Pass
## Thesis
## Evidence
## Risks
## Action Plan
## Invalidation
## Missing Data
Guardrails
- Do not force conviction without evidence.
- Do not ignore incentives, structure, or liquidity/risk constraints.
- Separate facts, assumptions, and judgment.
- Do not present this as financial advice.
Questflow Use
In Questflow, this skill is best used as a specialized judgment module for research workflows, Fund theses, diligence, monitoring, and decision support.
1---2name: usv-network-effects3description: Use when evaluating platforms, marketplaces, and networks through a USV-style lens: network effects, defensibility, protocols, openness, and scalable distribution.4---56# USV Network Effects78Use this skill to apply Union Square Ventures-style judgment.910## When To Use1112Use this skill when the user asks for:1314- marketplace diligence15- network-effect analysis16- protocol/platform evaluation17- defensibility review18- USV-style network business screen1920Trigger phrases include `USV`, `network effects`, `marketplace defensibility`, `protocol`, `platform openness`, `viral distribution`.2122## Do Not Use When2324- Another investor skill fits the setup better.25- Critical primary evidence is unavailable.26- The user wants guaranteed returns or unbounded risk.27- The request is generic chatter with no decision.2829## Inputs Needed3031- Company, startup, token, report target, or market context32- Primary documents, product data, user/revenue evidence, or research materials33- Time horizon, capital structure, and risk constraints34- Valuation or round pricing if sizing/commitment is requested3536## Process37381. Identify the network nodes and interactions.392. Test whether density improves product value.403. Assess defensibility and reverse-network-effect risks.414. Underwrite monetization without destroying the network.4243## Output Format4445```md46# USV Network Effects View: [Subject]4748## Verdict49Network Invest / Watch / Weak Defensibility / Commodity App / Pass5051## Thesis5253## Evidence5455## Risks5657## Action Plan5859## Invalidation6061## Missing Data62```6364## Guardrails6566- Do not force conviction without evidence.67- Do not ignore incentives, structure, or liquidity/risk constraints.68- Separate facts, assumptions, and judgment.69- Do not present this as financial advice.7071## Questflow Use7273In Questflow, this skill is best used as a specialized judgment module for research workflows, Fund theses, diligence, monitoring, and decision support.
questflowai