$npx -y skills add xuboyuebobb/investorskills --skill usv-network-effectsUse when evaluating platforms, marketplaces, and networks through a USV-style lens: network effects, defensibility, protocols, openness, and scalable distribution.
| 1 | # USV Network Effects |
| 2 | |
| 3 | Use this skill to apply Union Square Ventures-style judgment. |
| 4 | |
| 5 | ## When To Use |
| 6 | |
| 7 | Use this skill when the user asks for: |
| 8 | |
| 9 | - marketplace diligence |
| 10 | - network-effect analysis |
| 11 | - protocol/platform evaluation |
| 12 | - defensibility review |
| 13 | - USV-style network business screen |
| 14 | |
| 15 | Trigger phrases include `USV`, `network effects`, `marketplace defensibility`, `protocol`, `platform openness`, `viral distribution`. |
| 16 | |
| 17 | ## Do Not Use When |
| 18 | |
| 19 | - Another investor skill fits the setup better. |
| 20 | - Critical primary evidence is unavailable. |
| 21 | - The user wants guaranteed returns or unbounded risk. |
| 22 | - The request is generic chatter with no decision. |
| 23 | |
| 24 | ## Inputs Needed |
| 25 | |
| 26 | - Company, startup, token, report target, or market context |
| 27 | - Primary documents, product data, user/revenue evidence, or research materials |
| 28 | - Time horizon, capital structure, and risk constraints |
| 29 | - Valuation or round pricing if sizing/commitment is requested |
| 30 | |
| 31 | ## Process |
| 32 | |
| 33 | 1. Identify the network nodes and interactions. |
| 34 | 2. Test whether density improves product value. |
| 35 | 3. Assess defensibility and reverse-network-effect risks. |
| 36 | 4. Underwrite monetization without destroying the network. |
| 37 | |
| 38 | ## Output Format |
| 39 | |
| 40 | ```md |
| 41 | # USV Network Effects View: [Subject] |
| 42 | |
| 43 | ## Verdict |
| 44 | Network Invest / Watch / Weak Defensibility / Commodity App / Pass |
| 45 | |
| 46 | ## Thesis |
| 47 | |
| 48 | ## Evidence |
| 49 | |
| 50 | ## Risks |
| 51 | |
| 52 | ## Action Plan |
| 53 | |
| 54 | ## Invalidation |
| 55 | |
| 56 | ## Missing Data |
| 57 | ``` |
| 58 | |
| 59 | ## Guardrails |
| 60 | |
| 61 | - Do not force conviction without evidence. |
| 62 | - Do not ignore incentives, structure, or liquidity/risk constraints. |
| 63 | - Separate facts, assumptions, and judgment. |
| 64 | - Do not present this as financial advice. |
| 65 | |
| 66 | ## Questflow Use |
| 67 | |
| 68 | In Questflow, this skill is best used as a specialized judgment module for research workflows, Fund theses, diligence, monitoring, and decision support. |