usv-network-effects

name	usv-network-effects
description	Use when evaluating platforms, marketplaces, and networks through a USV-style lens: network effects, defensibility, protocols, openness, and scalable distribution.
invest	./invest.md

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

1. Identify the network nodes and interactions.
2. Test whether density improves product value.
3. Assess defensibility and reverse-network-effect risks.
4. 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.