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
md# 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.

