usv-network-effects

usv-network-effects is a skill for Claude Code, Codex from questflowai/investorskills. It costs 35 tokens per session (415 once invoked), scanned A, original, MIT.

An investment-analysis guide for judging platforms, marketplaces, and networks through a Union Square Ventures-style lens. It examines how user connections create value, whether the business is defensible, how open its protocols are, and how it can grow distribution.

In plain words
What is it for?
Use it to assess a startup, platform, marketplace, protocol, or token using product evidence, user or revenue data, market context, and investment constraints.
Why use it?
It provides a structured way to test whether a network becomes more useful as it grows and whether that advantage can last. It also considers risks such as users leaving or monetisation weakening the network.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to assess a startup, platform, marketplace, protocol, or token using product evidence, user or revenue data, market context, and investment constraints.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/questflowai/investorskills/usv-network-effects
About the project

Investor Skills is an open-source library that organizes investing judgment—such as evaluating opportunities, managing risk, and acting under uncertainty—into structured, reusable instructions for people and AI finance agents. It is designed for studying and applying investment approaches, including inside Questflow and other agent tools. The catalogue includes portable skill packages from the library.

questflowai/investorskills · 1,845 stars · on GitHub · questflow.ai

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add questflowai/investorskills --skill usv-network-effects
Clone the repo
git clone --depth 1 https://github.com/questflowai/investorskills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for usv-network-effects

README.md
[![agentmods](https://agentmods.dev/badge/skills/questflowai/investorskills/usv-network-effects/github.svg)](https://agentmods.dev/skills/questflowai/investorskills/usv-network-effects)
Your own site
<a href="https://agentmods.dev/skills/questflowai/investorskills/usv-network-effects"><img src="https://agentmods.dev/badge/skills/questflowai/investorskills/usv-network-effects/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for usv-network-effects

Your own site · 80×15
<a href="https://agentmods.dev/skills/questflowai/investorskills/usv-network-effects"><img src="https://agentmods.dev/badge/skills/questflowai/investorskills/usv-network-effects.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 35 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 415 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00035 $0.00415
Opus 5 $0.00017 $0.00208
Sonnet 5 $0.00007 $0.00083
Haiku 4.5 $0.00003 $0.00042

Measured 10d ago against content hash 6edca35f24f2, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

usv-network-effects scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 10d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/usv-network-effects/SKILL.md · 75 lines

What it actually says

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.

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 10d ago First seen · 75 lines · 35 tokens per session scan A 6edca35f24f2

Subscribe to this mod's changes

usv-network-effects is a skill published in the GitHub repository questflowai/investorskills (1,845 stars, last pushed 18d ago), licensed MIT. It adds 35 tokens to every session and 415 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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